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