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Products & Services

WHAT WE OFFER

Your customized plan is designed to help you pursue the wealth you want - and to preserve it once it's yours.  We use eight critical wealth management issues as our framework.


  • Investment Management* starts with our conversation about your personal goals.  This lets us create an investment strategy designed to meet your unique requirements and risk tolerance.
  • Cash-flow and debt Management  means understanding how you spend your money, then making suggestions for improving your cash flow so you can maximize the amount you're able to invest toward your goals.
  • Family risk management is about identifying possibilities that could threaten your financial future and creating a plan to reduce them.
  • Retirement Planning can't begin too early.  Your desired retirement age and the lifestyle you envision will drive our approach.
  • Education Planning for a child's or grandchild's post-high school education requires a look at the implications for your income, gift and estate taxes, as well as the student's ability to qualify for financial aid.
  • Legacy and estate planning is one of our specialties.  It can be an emotional topic, but it's important to make a plan - including wills and powers of attorney - to ensure that your wishes are upheld.
  • Business planning includes creating strategies to protect your business, improve cash flow, minimize taxes, and more.
  • Special situations or unexpected expenses can crop up anytime.  If and when they do, we'll make sure you have a plan in place.  

*These services are offered by Nolan Schexnayder and Jesse Duhon through their affiliation with HD Vest

We provide assistance in the following areas:

Investments*

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Services

  • Retirement Plans*
  • Tax Plans
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
*These services are offered by Nolan Schexnayder and Jesse Duhon through their affiliation with HD Vest