Our 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:
Investments*
- Individual Retirement Accounts (IRAs, Rollovers, SEP's, SIMPLE's, 401k's)
- Mutual Funds
- Brokerage Accounts
- College 529 Plans
Insurance+
- Fixed and Variable Annuities
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
Planning Services
- Retirement Planning
- College Planning
- Tax Reduction Strategies
- Cash Flow Analysis
- Insurance Analysis
- Estate Planning
- Business Planning
- Special Situations Planning
Tax and Accounting
- Individual and Business Tax Preparation
- Electronic Filing
- Tax Planning and Consulting
- Business Consulting
- Bookkeeping Assistance
- IRS Representation
*These services offered by Daryl Petry, Zachary Petry, Mark Sherman, and Jacob Hart through their affiliation with H.D. Vest Investment ServicesSM and through H.D. Vest Advisory Servicessm.
+Insurance products offered by Daryl Petry, Zachary Petry, Mark Sherman, and Jacob Hart.