As a Wealth Mangement Advisor I work for you to pursue your plans and dreams. Using the 8 critical Wealth Management Issues we structure an investment plan tailored to you. These issues are investment management, cash flow and debt management, family risk management, retirement planning, education planning, legacy planning, business planning, and special situation planning (ie weddings).
With over 28 years experience in tax planning and over 18 years experience in financial services I am able to provide you with coordinated planning across all your financial matters.
Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.
