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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:


  • 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
  • 401 (k) Plans
  • 403 (b) Plans

Education Planning*

  • 529 plans

Estate Planning

  • Legacy Planning
  • Gifting Strategies
  • Philanthropic Planning
  • Estate Tax Minimization


  • 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.