Broker Check

Services

 FINANCIAL SERVICES OFFERED


RETIREMENT PLANNING*

  • Rollovers
  • IRAs (Traditional & Roth)
  • Simplified Employee Pension
  • SIMPLE
  • 401Ks
  • Distribution Strategies
  • Retirement Needs Calculation (how much you need to save)

 EDUCATION PLANNING*

  • 529 Plans
  • UTMA/UGMA

 INVESTMENT MANAGEMENT*

  • Mutual Funds
  • Unit Investment Trusts
  • Annuities

OTHER PLANNING SERVICES

  • Investment Allocation/Risk Tolerance Review*
  • Insurance Needs and Policy Analysis
  • Long Term Care Insurance
  • Estate & Legacy Planning
  • Cash Flow Analysis
  • Complete Financial Plans

 TAX SERVICES

  • Individual and Joint Tax Returns
  • Tax Planning
*These services are offered by Michael Webb through his affiliation with HD Vest