Broker Check

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:

MENU OF SERVICES

INVESTMENTS* & MANAGEMENT

  • IRAs
  • MUTUAL FUNDS
  • TAX-FREE INVESTMENTS,& STOCKS PORTFOLIOS

PLANNING SERVICES FOR PERSONAL AND BUSINESS

  • RETIREMENT
  • EDUCATION
  • ESTATE & TAX REDUCTION STRATEGIES
  • CASH FLOW AND DEBT MANAGEMENT
  • SPECIAL SITUATIONS

RISK MANAGEMENT / INSURANCE*

  • TERM
  • WHOLE LIFE
  • DISABILITY & LONG-TERM CARE INSURANCE
  • FIXED ANNUITIES
  • *VARIABLE ANNUITIES

TAX & ACCOUNTING

  • TAX PREPARATION
  • IRS REPRESENTATION
  • FINANCIAL STATEMENTS & ACCOUNTING

ACCOUNTING SOFTWARE (QUICKBOOKS & OTHERS)

  • INSTALLATION
  • TRAINING & SUPPORT

PLEASE ASK ABOUT THE ABOVE SERVICES.

WE WOULD LIKE TO BE OF ASSISTANCE TO YOU!

 

*These services are offered by Sylvia C. Presley through her affiliation with HD Vest.