1400 E 47TH STREET SUITE E CHICAGO, IL 60653 Get Directions
1400 E 47TH STREET SUITE E CHICAGO, IL 60653 Get Directions
Retirement planning, education planning, risk management, health care planning and so much more. I offer my clients a multifaceted approach to address their growing financial needs. After taking a close look at your financial and tax situation, I can help point you in the right direction with a plan. Planning and implementing an investment program is one of the most important steps you can take for your future. Please contact me to schedule a consultation.
As an H.D.Vest Adviser, I offer both tax and financial services. I understand how April 15 affects your tax objectives, and I can help lay a foundation for your future. Together, we can evaluate your current position and develop an investment strategy that is appropriate for your financial needs. Call me to help develop a strategy for the future.
Securities services offered through HD Vest Investment Services(SM) (HDVIS), a registered broker-dealer, Member FINRA/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS), a registered investment adviser. HDVIS and HDVAS are located at 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038; 972-870-6000. HDVIS will not accept purchase or sales orders via any social media platform or its messaging systems. HDVIS reserves the right, to the extent permitted under applicable law, to capture, review, and retain all electronic communications. HDVIS does not provide tax or legal advice. This social media site may contain links to articles or other information that may be contained on a third-party website. HDVIS is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Please visit www.hdvest.com/social_policy for more information
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