Let Our Firm Help You Plan for the Future with Sound Financial Services

Our firm provides objective and sound financial service to help our clients pursue their goals. Let our financial advisors help you along the path to success and security with a plan that is customized to your specific situation and future needs. We work one-on-one with our clients to educate them about financial strategies designed to help individuals accumulate and preserve their wealth. If you are looking for true financial experts dedicated to your success, contact our firm today. We'll help you stay on a sound path toward a bright financial future.

Here are just a few of the areas we can help with:

  • Investment Management
    Overwhelmed by the sheer volume of investment information out there? You’re not alone. Your HD Vest Advisor will thoroughly assess your entire portfolio before helping you build a long-term investment strategy, diversify your assets,1 and even deal with tax implications.
  • Cash Flow and Debt Management
    Everyone knows they should spend less than they earn, but not everyone actually does it. Work with an HD Vest Advisor to evaluate your current and future sources of income, become more efficient with your monthly budgets and set aside cash for emergencies.
  • Family Risk Management
    A key part of financial planning is to protect your retirement savings and your ability to earn income. Many HD Vest Advisors can provide you with the insurance products that will help protect you during unforeseen events.
  • Retirement Planning
    Life expectancies are increasing. Pension plans are disappearing. And early retirement is always an appealing option. Get help in forming a clear vision of what you want from retirement – and a financial strategy that will help you address your goals.
  • Education Planning
    You want to make your children’s dreams come true. Your HD Vest Advisor can help you calculate not only how much you’ll need to save for college, but also which investment products are appropriate for your situation. You’ll even be able to figure out how your savings will affect your children’s financial aid eligibility, and how all of this will impact your tax situation.
  • Estate Planning
    A well-crafted estate plan ensures that what you want to happen will happen – even after you’re gone. An HD Vest Advisor can help you avoid the tragic (yet surprisingly common) mistake of putting off estate planning until it’s too late.
  • Business Planning
    If you run a business, you probably need assistance in dealing with important issues such as employee benefits, business financial goals and risk management. Get input that helps you protect your family, your business and your future.
  • Special Situations Planning
    No matter how carefully you plan, unexpected financial needs will arise. An HD Vest Advisor can make sure you’re well equipped to change your financial game plan without jeopardizing your long-term goals.

Securities offered through H.D. Vest Investment ServicesSM, Member SIPC
Advisory services offered through H.D. Vest Advisory ServicesSM

JK Edwards & Company is not a registered broker/dealer or independent investment advisory firm.

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