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