Services

To be effective in assisting you in planning your financial affairs, a broad based knowledge in several disciplines such as accounting, tax, insurance and investments* is required.

 What's even more important is being able to trust in someone who not only has knowledge in financial affairs, but who has walked in the same boots you have. Someone who has shared similar experiences, dreams and desires you have. Someone who can help you with the financial goals you set for yourself and for your family.

When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a financial program utilizing the following products and services:

Financial Planning

  • Investment Management*
  • Cash Flow & Debt Management
  • Family Risk Management
  • Retirement Planning
  • Education Planning
  • Legacy Planning
  • Business Planning
  • Special Situations Planning

Tax Services

  • Individual
  • Estate / Trusts
  • Corporations
  • Limited Liability Companies
  • Partnerships
  • Non-Profit Organizations

Accounting Services

  • Bill Paying
  • Payroll Processing
  • Financial Statements
  • Business Planning

*These services are offered by Robert L. Biferie through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.