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Menu of Services

Investment* & Retirement Planning:         

    College Planning        

            529 Plans*
            Coverdell IRA’s*

    Legacy Planning

    Retirement Planning

             401(k)’s*
             403(b)’s*
             Defined Benefit Plans*
             Defined Contribution Plans*
             Individual and Joint Tenant Non-Retirement Accounts*
             Rollovers*
             Roth IRA's*
             SEP’s*
             SIMPLE IRA’s*
             Traditional IRA’s
             Trust Accounts*
             UTMA/UGMA’s*       

    Insurance

             Fixed and Variable Annuities*
             Life Insurance
             Disability Insurance
             Long Term Care Insurance
             Insurance Analysis


Events you encounter where you might need advice?  We encourage you to call us any time you have a question about a situation.  In most cases there is no charge to our clients for these services:  

  • Career or job change
  • Begin collecting unemployment
  • Purchase or sale of home or rental property
  • Recipt of an inheritance or monetary windfall
  • Sell or redeem over $2,000 in stocks, bonds or mutual funds
  • New business startup or sale of business
  • Giving or recieving a gift over $12,000
  • Beginning retirement or receiving Social Security
  • Change in your investment time horizon
  • Birth or adoption of a child
  • Change in marital status
  • IRS notice
  • Unexpected debt increase
  • If you need a second opinion or just want to talk

*These services are offered by Dexter Ward and Tammy Cranford through his or her affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM