Situations when you might need advice

Start, 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.