Menu of Services

 
Investment Management Planning
 
Mutual Funds,[1][2][3] Stocks and Bonds[1]
 
Family Risk Management Planning
 
Life[1][2], Disability[1][2] and
Long-Term Care Insurance[1][2]
 
Cash Flow and Debt Management Planning
 
Debt Analysis and Solutions,
Budgeting, Debt Consolidation and
Debt Reduction
 
Retirement and Distribution Planning
 
Retirement Plans[1][2][3], Annuities[1][2]
Mutual Funds,[1][2] [3] Stocks and Bonds[1]
 
Estate/Legacy Planning
 
Charitable Gifting during life, Charitable Inclination at death, Titling of Assets, Executor/Successor Trustee Issues and Distribution of Wealth to Spouse/Beneficiaries at death
 
Educational Planning
 
Educational IRA’s,[1][2] [3] College Savings
529 Plans,[1][2] [3]
Reduce ones taxable estate
 
Tax Planning
 
Tax Planning, Tax Preparation and
IRS Representation
 
Special Situations Planning
 
Weddings, Divorce, Inheritance, Special Needs Child and Special Purchases
 
  
  
Deborah A Towers, EA, CSA[1]
Mary K Polidoro, CSA[2]
Gale J Hatley. EA, CSA[3]
 
[1]Advisory services offered through H.D. Vest Advisory ServicesSM.
[2][3]Securities offered through H.D. Vest Investment ServicesSM,
Member SIPC Non-bank subsidiaries of Wells Fargo & Company
6333 N. State Highway, 161, Fourth Floor, Irving, TX 75038,
972-870-6000.