Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


  • Tax management
  • Investment management*
  • Retirement strategies* 
  • Estate conservation
  • Insurance products

Our staff is here to help with other aspects of your financial needs.  The following are services we provide, but is not limited to:

  • Tax Preparation & Representation
  • Real Estate Tax Law Specialization
  • Monthly Accounting Services
  • QuickBooks expertise for your business
  • Payroll Services
  • New Business Start-Up Consultation
  • Tax Planning
  • Sales Tax & Financial Statements
  • Estate & Gift Tax Planning
  • Long Term Care Insurance

*These services are offered by Leann Canty through her affiliation with H.D. Vest Investment Services SM.