Broker Check

Products

Investments*

  • Government Securities
  • Corporate Bonds 
  • Common Stock
  • Dividend Paying Stocks
  • Tax Exempt Bonds
  • Mutual Funds
  • Variable Annuities
  • Fixed Annuities


Financial Planning*

  • Retirement Plans
    • Distribution / Income Planning
    • Traditional IRA
    • Roth IRA
      • Conversions
    • SEP IRA
    • Simple IRA
    • 401(k) Plans
      • IRA Rollovers
    • 403(b) Plans
    • Profit Sharing Plans
  • College Saving Plans
  • Bond Ladders

*Mark Leone EA, CFS and Allen Dillaire, CPA, CFP® offer these services through their affiliation with H.D. Vest Investment ServicesSM  and H.D. Vest Advisory ServicesSM


Insurance

  • Life Insurance
    • Term 
    • Permanent
  • Long Term Care
    • At Home
    • Assisted Living
    • Nursing Home
  •  Health / Medical
    • Over 25 Participants
  • Disability Income