Broker Check

Products & Services

We provide assistance in the following areas:

Financial Services

  • Retirement Strategies *
  • Tax Plans
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans*
  • Estate Plans
  • Money Purchasing Plans*
  • Profit Sharing Plans*

Investments*

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Investment Management *
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Insurance

  • Insurance and annuity solutions *
  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Taxes

  • Individual and Family Tax Preparation
  • Small Business Tax Preparation
  • Estate Tax Preparation
  • Tax Planning
  • Small Business Services


* These services are offered by Dennis Michalak, Chris Michalak, Gabriel Sandler and Anne Haven through their affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.