Retirement Planning

It is never too late to start planning for retirement. If you want to live the same life style or an even better one than you do now, you need to start planning for retirement... NOW. We can analyze your projected income and expenses and suggest investment-funding techniques to help you. Zahid Reza, CPA is affiliated with H.D. Vest Financial Services.

Employee Benefit Plans-Keogh, 401k, SEP

We provide assistance in setting up employee benefit plans such as 401K, Pension and Profit Sharing plans. Our firm coordinates the whole process from start to finish.

Insurance

We will analyze your needs for insurance whether term, whole, permanent or variable life insurance for yourself, your family and your business. We will structure and recommend the insurance plan that suits your needs.