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Our Services

Your financial success is our ultimate goal. After getting to know and understand your needs, we apply our years of experience and expertise to assist you in any or all of the following areas:

  • Accounting consultation
  • Bookkeeping assistance
  • Tax preparation and planning
  • Financial planning*
  • Investment management*
  • Retirement strategies*
  • Estate planning and administration
  • Insurance and annuity products

* These services are offered by Kevin M. Harris through his affiliation with H. D. Vest Investment Services SM and H.D. Vest Advisory Services SM