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

  • Tax Preparation for Individuals and Businesses
  • Strategic Tax Planning
  • Investment Advisory *
  • Wealth Management*
  • Estate Planning and Administration
  • Financial Planning*
  • Retirement Planning*
  • 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