Our Services

There are many moving parts to your life. What’s most important today will certainly change over time. Ongoing attention enables us to continuously identify what potential situations may arise. By offering an extensive platform of best-in-class services, we are able to provide solutions that will address the key issues that are sure to impact your financial future.

These include:

Investments*

Stocks
Bonds
Mutual Funds
ETF’s
Variable Annuities
Government Securities & Municipal Bonds
Brokerage Accounts

Wealth Management*

Fee based Advisory Accounts
Asset Allocation
Performance Analysis
Portfolio Design and Management

Divorce Financial Planning

Pre-Divorce Planning
Mediation Strategies
Divorce Settlement Analysis
Post-Divorce Support Modification Issues
Litigation Support to Attorneys

Retirement Planning*

Pre-Retirement Financial Assessment
Determining ‘your number’
Social Security Maximization Strategies
Traditional & Roth IRA
IRA Rollover
401 K Rollover and Consolidation
Business Retirement Plans
Solo (401) K
SEP IRA
401 (k) Plans
403 (b) Plans

Education Planning*

529 plans

Estate Planning

Legacy Planning
Gifting Strategies
Philanthropic Planning
Estate Tax Minimization

Insurance

Medicare Planning
Disability Income Insurance
Life Insurance
Log Term Care Insurance

Tax Planning

Individual Tax Preparation and Planning
State Relocation Tax Issues
Income, Gift and Estate Tax Returns
Tax Minimization Planning

Locations in Manhattan Beach, CA and Denver, CO

*These services are offered by Vickie Adams through her affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.