Our Service Menu

Could you use some help managing your financial affairs?

Our services are designed with you in mind. While our menu of services is comprehensive you can choose just the services you need or ask for our help developing a complete financial plan.

We can help you execute a sound financial program utilizing the following products and services.  Why not leave the heavy lifting to us!

 

                    MENU OF SERVICES

  • Income Tax Planning & Preparation
  • Investment Management *
  • Cash Flow and Debt Management
  • Retirement Planning*
  • Education Planning*
  • Insurance and Family Risk Management*
  • Estate & Legacy Planning and Administration
  • Elder Care Services
  • Special Situation and Event Planning
  • Accounting Services for Entrepreneurs & Business Owners

 

* These services are offered by David Workman and Thomas Xenakis through their affiliation with H.D Vest Investment Services sm and H.D. Vest Advisory Services sm.