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Products & Services

We provide assistance in the following areas:

Traditional Investments

  • Equities-An essential component of a balanced portfolio for long-term investors seeking growth and diversification
  • Municipal bonds- For investors in higher income brackets who want to benefit from tax-advantage income, relative safety and increased predictability  
  • Mutual funds-Offer diversification across asset classes, geographic regions and investing styles
  • Taxable fixed income- May help offset volatility of other asset classes, giving investors more predictable interest income and repayment of principal. These investments include agency securities, CDs, corporate bonds, mortgage-backed securities, preferred securities and Treasury securities
  • Unit investment trusts (UITs)- With access to a diversified range of fixed portfolio securities offered in "unit" increments, UITs are an easily redeemable source of potential long-term growth and stable income  
  • Annuities-Can be very useful in adding flexibility and control in retirement planning. They can also help ease concerns about market volatility or risk of outliving your assets. The often not well understood. They have features of both investments and insurance, which make them more complex and often more costly than investing in, for example, mutual funds

Retirement Investments

  • IRA rollovers
  • Traditional IRA
  • Roth IRA
  • Tax Sheltered Annuities
  • Retirement Plans such as 401k, 403b, Profit Sharing, SIMPLE IRAs

Financial Planning

  • Financial and Net Worth Analysis
  • Budgeting & Money Management
  • Retirement Planning
  • Debt Planning
  • Estate Planning
  • Education Planning

Insurance Planning

  • Survivor Needs Analysis and Planning
  • Disability Insurance
  • Life Insurance
  • Health Insurance
  • Long Term Care Insurance
  • Buy Sell Agreements

Tax Planning

  • Tax Analysis and Planning
  • Individual Tax Preparation 
  • State Tax Return Preparation
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • Income, Gift and Estate Tax Returns


Investments are subject to market risks including the potential loss of principal invested. Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

Investment services are offered by K. Thomas Hutt through his affiliation with HD Vest.