We have a full-service financial firm and public accounting firm committed to helping people pursue their financial goals.
We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Our firm has relationships with a variety of financial service companies. If we don’t have a service that you need we know a group that does.
On your road to financial success, we bring a wealth of knowledge for you in you in your individual/business needs. Call us for an appointment to learn more about the variety of services and strategies we have for you.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:Investing principles and strategies*
Retirement investing and distribution strategies*
Estate conservation issues
We also can answer your questions, including:
Can I retire early?*
Are my investments working hard enough?*
What’s the best approach for college savings?*
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Karen K Demgen through her affiliation with HD Vest Investment Services SM and HD Vest Advisory ServicesSM.