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Products and Services

We provide assistance in the following areas:


  • Mutual Funds
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts

Financial Services

  • Retirement Plans*
  • Tax Plans
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans*
  • Annuities**
  • Life Insurance**
  • Long Term Care Insurance**

*These services are offered by Charles Williams and Briana Oltmann through their affiliation with HD Vest

**These services are offered by Briana Oltmann through her affiliation with HD Vest


  • Individual Income Tax
  • Partnership Income Tax
  • Corporate Income Tax
  • Farm Income Tax
  • Payroll Tax

Business Services

  • Income Tax
  • Bookkeeping
  • Payroll
  • Company Retirement Planning
  • Comprehensive Business Planning