Menu of Services

 
* Investment Management Planning
 
Mutual Funds,[1][3] Stocks and Bonds[1]
 
Family Risk Management Planning
 
Life[1], Disability[1] and
Long-Term Care Insurance[1]
 
Cash Flow and Debt Management Planning
 
Debt Analysis and Solutions,
Budgeting, Debt Consolidation and
Debt Reduction
 
* Retirement and Distribution Planning
 
Retirement Plans[1][3], Annuities[1]
Mutual Funds[1][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][3] College Savings
529 Plans,[1][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]
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.