Broker Check
 

 

 

Services Include

TAX & ACCOUNTING SERVICES

  • Tax Preparation
  • Personal Form 1040
  • Corporations
  • Partnerships
  • Trusts
  • Estate
  • Bookkeeping & Payroll Services

INVESTMENT SERVICES*

  • IRAs and IRA Rollovers*
  • Mutual Funds *
  • Stocks & Bonds *
  • Brokerage Accounts *
  • Business 401(k) Plans (Minimum 25 Employees)*
  • Asset Allocation*
  • Quarterly Performance Reports*
  • Quarterly Rebalancing (when necessary)

PLANNING SERVICES

  • Retirement Coach
  • Estate Planning
  • Tax Planning

INSURANCE SERVICES

  • Variable Annuities*
  • Fixed Annuities
  • Estate Planning Insurance
  • Life Insurance

* These services are offered by Larry & Brian Coventry through their affiliation with HD Vest.