Life continuously evolves, we help clients confidently face challenges and capitalize on opportunities to pursue a brighter financial future.
We work with families and business owners to help them better understand and implement the opportunities and potential rewards that are available when a proactive approach is taken to their financial situation.
It is critical to managing and growing your financial life to find a professional who has the knowledge to evaluate and guide your complete financial picture, including your tax situation. Every part of your financial life is interrelated and, in fact, acts like a balancing scale towards your unique financial reality.
advisor, Jamie Bailey, uses a comprehensive financial review process to help clients make smart choices today to pursue a brighter financial future. She has found the main areas to address often fall under the following broad categories: Family Risk Management, Cash Flow & Debt Management, Retirement Planning, Business Planning, Legacy Planning, Education Planning, Special Situations and Tax Reduction Strategies.
If you are ready to pursue the financial life you've dreamed about contact us to learn more. We promise, "When it comes to your financial life we'll take care of you like family."
Securities services offered through HD Vest Investment Services(SM) (HDVIS), a registered broker-dealer, Member FINRA/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS), a registered investment adviser. HDVIS and HDVAS are located at 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038; 972-870-6000. HDVIS will not accept purchase or sales orders via any social media platform or its messaging systems. HDVIS reserves the right, to the extent permitted under applicable law, to capture, review, and retain all electronic communications. HDVIS does not provide tax or legal advice. This social media site may contain links to articles or other information that may be contained on a third-party website. HDVIS is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Please visit www.hdvest.com/social_policy for more information.
Financial Services for individuals, families and small business owners.