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
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