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:

 

 

  • Full range of accounting and tax services
  • Financial Planning *
  • Tax Planning
  • Retirement plans and strategies*
  • Insurance and Annuities*
  • College Savings Plans*
  • Estate conservation
  • Wealth management
  • 2010 Roth IRA Conversions*

 

 

* These services are offered by Richard Rudinger, Edward Heller and Carmine Filippone through their affiliation with HD Vest Invesment ServicesSM and HD Vest Advisory Services SM