Welcome to our Web site!  It is our wish that you find the content of this site both educational and thought-provoking.

Like most financial websites, you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.   But we also hope you get a flavor for the approach we use with our clients.  That approach is relational and it is, of course, impossible to get the full impact of that from a website!  Today, Tomorrow, Together is not just our slogan - it's the way we do business.

That's why we invite you to schedule a Discovery Meeting where we can talk about the value of working with a professional planner.  We will also introduce you to the 8 Wealth Management IssuesSM from H.D. Vest Investment ServicesSM.  So give us a call, shoot us an email, fill out  our contact form, or just drop in and say "Hello".  We are passionate about what we do, and can't wait to share it!