Services Offered

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.

                

   MENU OF SERVICES

  • Retirement Planning*
  • Tax Planning & Preparation
  • Estate Planning and Administration
  • Wealth Management*
  • Investment Advisory *
  • Education Planning*
  • Insurance and Family Risk Management*

* 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

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck