Products & Services

Retirement PlanningEstate PlanningEducation Planning

Investments*: 

  • Professional Money Management Programs
  • Mutual Funds 
  • Stocks/Bonds
  • IRA/401K/Profit Sharing Rollovers
  • Traditional and Roth IRA's
  • Portfolio Review and Evaluation
  • Fixed Annuities
  • Variable Annuities*
  • 529 Plans

 Financial Planning*: 

        Personal

  • Comprehensive Financial Planning*
  • Retirement Distribution Planning*   
  • Education Funding*

        Business

  • Employer Retirement Plans*
  • Succession Planning
  • Continuation Planning

  Insurance:

  • Life
  • Long Term Care
  • Disability

 

*These services are offered by Diane T. McIntee through her affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.