Our Services

Taxes

We provide tax planning services to individuals and businesses.

Financial Planning*

We can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.

Retirement Planning*

As you prepare to enter retirement , you'll need to ask yourself some challenging questions about your retirement plans, Determining what to do with your retirement assets could be one of the most critical decisions you make.

Company Sponsored Retirement Plans*

Whether you are a business owner or a key decision maker responsible for company benefits,  Dot and Steve can help you simplify and make sense of the often complex and challenging world of company sponsored retirement plans (401(k), 403(b), ...).  We have the tools, experience, and options to give you the confidence to know that your plan is delivering the benefits, to both you and your employees, that you expect and require.

 

College Planning*

You've worked hard to get where you are today. You may even be in the position where you can afford to help make saving for college education easier for your children, grandchildren, nephews, nieces or friends. What better way to create a long-lasting legacy than by contributing to higher education. We can help you make college your long- lasting legacy.

Estate Planning

If you don't take care of your estate, the IRS will. Without estate planning, you can't take maximum advantage of tax strategies. Your assets in your estate may not be preserved for you heirs. Having a will isn't good enough. Together we can analyze your needs, examine a variety of planning vehicles and determine some answers for your situation.

Additional Services



  • Mutual Funds*
  • Individual Tax Planning
  • Long-Range Business Planning
  • Long-Range Personal Planning
  • Purchases and Sales of Businesses
  • Estate and Gift Tax Planning
  • Trusts
  • Small business consulting
  • Rollovers*
  • IRAs*
  • Roth IRAs*
  • SEPs*
  • SIMPLEs*
  • Life Insurance
  • Retirement  Plans for Business Owners*
  • Long Term Care Insurance
  • Private Pension Plans*
  • 401k Rollowvers*
  • IRA Rollovers*
  • Retirement Income Planning*
  • Variable Annuities*


 *These services are offered by Dorothy Yandle and Steve Stewart through their affiliation with H.D. Vest Investment Services Sm and H.D. Vest Advisory Services SM