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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:

Eight Wealth Management Issues

Individual Services

  • Tax Planning to Help Minimize Taxes
  • Tax Return Preparation and E-Filing
  • Tax Audit Representation
  • Long-Term Care Insurance
  • Life Insurance

Small Business Services

  • New Business Consultations
  • Profitability and Business Consulting
  • Business Tax Planning & Return Preparation
  • Payroll & Sales Tax Reporting
  • Accounting Services
  • Tax Audit Representation
  • Retirement Plans for Businesses

* These services are offered by Annamarie Kershaw through her affiliation with HD Vest Investment Services SM and HD Vest Advisory Services SM.