Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

We inquire about your goals, time horizon, and desired standard of living. Once they  have been established, we will customize appropriate strategies to suit your vision and objectives.

We will look at your possible financial future in retirement and advise you on the possible outcome or possibility the changes you need to make to reach your goals.

Being that you can't drive to an unknown destination, it is also hard to drive toward your retirement without a comprehensive plan.  

We can help you execute a sound financial program with planning in the folowing areas.

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

*These services are offered by David Rutledge through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.