Situations when you might need adviceStart, Buy, Sell or Close a Small Business Changing or Leaving a Job A Raise or Promotion *Before Receiving a Distribution from a 401K or Pension Plan Buying or Selling a House or Rental Property Refinancing your current Home Receiving an Inheritance Making a Charitable Contribution Giving or Receiving a Gift over $13,000 *Anytime your Investment Time Horizon Changes Retire or Start Receiving Social Security Have a New Child *Questions about financing your's, your children’s or grandchildren’s education Any Situation Where You Would Just Want to Talk, or get a Second Opinion Deborah A Towers, EA, CSA[1] Gale J Hatley. EA, CSA[3] (1)(3) Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, (1) Advisory services offered through H.D. Vest Advisory ServicesSM, 6333 N. State Highway, 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
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Contact Info
17910-B Cottonwood Drive
Parker, CO 80134
Map and Directions
Phone: 303-693-1234
Fax: 303-693-8007