Menu of Services

Investment Management Planning*

Mutual Funds, Stocks and Bonds, Brokerage and Advisory Accounts

Family Risk Management*

Life and Long Term Care Insurance

Cash Flow and Debt Management Planning

Budgeting, Debt Analysis and Solutions

Retirement and Distribution Planning*

Roth & Traditional IRA's, Fixed and Variable Annuities, Mutual Funds, Stocks and Bonds

Estate/Legacy Planning

 Charitable gifts, Titling of Assets, Executor/Successor Trustee Issues and Distribution of Wealth                    to Spouse/ Beneficiaries at Death

Business Planning

Evaluation and implementation of strategies to protect your business and take advantage of opportunities to improve cash flow, tax situation, benefits and bottom line of your business

Taxes and Accounting

Financial Statement preparation, Bookkeeping, tax research, planning and preparation

Special Situations Planning

Divorce, Inheritance, Special Needs Child and Special Purchases

 

* These services are offered by Barry Meeks through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.