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: Individual, Partnerships, Corporate, LLC's, Gift Tax, Fiduciary, Estate, Benefit Plans.
  • Investment and Retirement management *: Mutual Funds, IRA's, Rollovers, Roth IRA's, College 529 Plans, Small Business Retirement Plans.
  • Business Startups and Creation: Sole Proprietorship, Partnerships, Corporations ("C" Corp or "S" Corp), LLC's.
  • Estate conservation
  • Insurance and annuity products *: Life Insurance, Long term care.  Fixed rates and Variable annuities.

* These services are offered by Victor Lopez through his affiliation with H.D. Vest Investment ServicesSM and H.D. Advisory ServicesSM.