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