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Our Services and Resources
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:
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for the Individual |
for the Business |
- Tax Planning and Preparation
- Financial Planning *
- Family Risk Management
- Investment Planning *
- Retirement Planning
- Education Planning
- Legacy (Estate) Planning
- Cash Flow & Debt Management
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- Tax planning and Preparation (Corporation, LLC, Partnership, Trusts, Estates)
- Quickbooks Related Services - Set Up, Improve Current System
- Business Financial Solutions
- Employee Benefit Solutions
- Business Financial Planning *
- Business Risk Management
- Retirement Planning
- Legacy (Estate) Planning
- Cash Flow & Debt Management
- Business Start Up Services and Entity Selection
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*These services are offered by Dixie L. Powell through her affiliation with H.D. Vest Investment ServicesSM and
H.D.Vest Advisory ServicesSM.
We have vast resources through H.D. Vest Investment ServicesSM and H.D. Vest Advisory Services SM. Please visit www.HDVest.com and click on Investor Resources
on the upper left corner for information about services, products, important product disclosures and additional resources,
all of which is very worthwhile information.
We use state-of-the-art and top-rated tax preparation software and research resources. We receive daily 5 minute tax updates through the internet.
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