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Investment* & Retirement Planning:         

    College Planning        

            529 Plans*
            Educational funding options

    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

*These services are offered by Dexter Ward and Tammy Cranford through his or her affiliation with HD Vest Investment Services®  and HD Vest Advisory Services®