Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

  • College & Retirement Planning
  • Wealth Management*
  • Individual & Corporate Tax Planning
  • Estate Planning 
  • Insurance and Annuity Products
  • Bookkeeping Services
  • Payroll Services
  • Notary Public

 

 

*These services are offered by Bob Thomas through his affiliation with H.D. Vest Investment Servicessm.