How We Can Help You
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:
We provide the following tax services to individuals and businesses:
tax planning, federal and state tax preparation, tax representation and standard and electronic tax filing.
Lynn can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family’s future.
With increasing life expectancies, many Americans could spend up to one-third of their lives in retirement. Substantial resources will be required to help finance non-earning years, and careful planning is required.
You’ve worked hard to get where you are today. You may even be in the position where you can afford to help make saving for college education easier for your children, grandchildren, nephews, nieces or friends. What better way to create a long-lasting legacy than by contributing to higher education. Lynn can help you make college your long-lasting legacy.
Everyone should consider doing some estate planning, no matter how large or small your estate might be. However, estate planning can be a difficult process and can bring some emotional issues to light. Should you choose to put off proper planning now, it could cost your loved ones later. Estate taxes can devour the value of the estate that is intended for your heirs. Proper planning can eliminate this worry. Lynn can help you develop a plan to maximize the amount you leave to your heirs and minimize the amount you leave to Uncle Sam.
Professional Money Management
Today’s investment atmosphere presents many challenges. It is not easy to know what to do or where to turn when planning your financial future. Given this environment, more and more investors are turning to qualified financial advisors like Lynn to assist them in creating a customized portfolio based on their individual needs.
About H.D. Vest
Since its inception in 1983, H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. Approximately 4,800 independent contractors manage over $28 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states.
Please visit our Tax website at www.lyncotax.com
Please visit our Accounting website at www.lyncoaccounting.com