Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management*
  • Retirement strategies*
  • Estate conservation
  • Insurance and annuity products

Additional Services

  • Individual Federal and State Tax Preparation
  • Business Federal and State Tax Preparation
  • Individual Tax Planning
  • Business Tax Planning
  • Debt Reduction Plans
  • Elder Care Budget and Accounting Management
  • Payroll services
  • Estate and Gift Tax Planning


*These services are offered by John Culhane through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory ServicesSM.