Our Services
There are many moving parts to your life. What’s most important today will certainly change over time. Ongoing attention enables us to continuously identify what potential situations may arise. By offering an extensive platform of best-in-class services, we are able to provide solutions that will address the key issues that are sure to impact your financial future.
These include:
Investments*
- Stocks
- Bonds
- Mutual Funds
- ETF’s
- Variable Annuities
- Government Securities & Municipal Bonds
- Brokerage Accounts
Wealth Management*
- Fee based Advisory Accounts
- Asset Allocation
- Performance Analysis
- Portfolio Design and Management
Divorce Financial Planning
- Pre-Divorce Planning
- Mediation Strategies
- Divorce Settlement Analysis
- Post-Divorce Support Modification Issues
- Litigation Support to Attorneys
Retirement Planning*
- Pre-Retirement Financial Assessment
- Determining ‘your number’
- Social Security Maximization Strategies
- Traditional & Roth IRA
- IRA Rollover
- 401 K Rollover and Consolidation
- Business Retirement Plans
- Solo (401) K
- SEP IRA
- 401 (k) Plans
- 403 (b) Plans
Education Planning*
- 529 plans
Estate Planning
- Legacy Planning
- Gifting Strategies
- Philanthropic Planning
- Estate Tax Minimization
Insurance
- Medicare Planning
- Disability Income Insurance
- Life Insurance
- Log Term Care Insurance
Tax Planning
- Individual Tax Preparation and Planning
- State Relocation Tax Issues
- Income, Gift and Estate Tax Returns
- Tax Minimization Planning
Locations in Manhattan Beach, CA and Denver, CO
*These services are offered by Vickie Adams through her affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.