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[1][2] [3]
 
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 $12,000
 
Anytime your Investment Time Horizon
Changes[1][2][3]
 
 Retire or Start Receiving Social Security
 
Have a New Child
 
Questions about financing your=s, your
 children’s or grandchildren’s education[1][2][3]
 
Any Situation Where You Would Just Want to
    Talk, or get a Second Opinion
 
 
  
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.