Towers Wealth Management, Inc.
We are a group of dedicated individuals providing comprehensive financial services and focus on the 8 areas we believe are vital to our client’s financial future. 
 

Our Mission is to inspire and guide a select group of individuals and families to define and achieve their financial goals in their ever changing lives.

 

  •    Investment management planning issues*
  •    Family risk management planning issues
  •    Cash flow and debt management planning issues
  •    Retirement and distribution planning issues*
  •    Estate planning issues
  •    Educational planning issues*
  •    Tax planning issues
  •    Special situations planning issues

We have aligned ourselves with attorneys and mortgage professionals.  A vital part of our team is also our Broker Dealer, H.D. Vest Investment ServicesSM, A non-bank subsidiary of Wells Fargo & Company.

Our relationship with H.D. Vest Investment ServicesSM is unique in that it allows us to be completely independent and provides us with a high level of service. Not only do they provide us with the latest in Financial Services resources but they provide unparalleled due diligence process in gaging & monitoring the myriad of products available. 

We deliver this service locally and in a highly personalized way. We stay disciplined & focused on our client’s goals, needs and risk tolerance. We also recognize the importance of educating our clients along the way so they will have the tools necessary to assist them in making wise decisions. To enhance their knowledge in the various fields of wealth management, several times a year our clients will be invited to join us at an educational event that we will host.

And we want to commit this to you as well!

Deborah A Towers, EA, CSA **
Gale J Hatley. EA, CSA *
Mary K Polidoro, CSA **
  
*Securities offered through H.D. Vest Investment ServicesSM, Member SIPC,
**Advisory services offered through H.D. Vest Advisory ServicesSM. 
 
 Non-bank subsidiaries of Wells Fargo & Company
6333 N. State Highway, 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
 
Towers Wealth Management, Inc. is not a registered broker/dealer or independent investment advisory firm.

 
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Retirement Portfolio Lifespan

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

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Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

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