Broker Check

Personal Planning and Support

At Bottom Line Services, we provide personal planning and support in the following areas:

Investment Management & Financial Planning *

  • Investment Reviews & Recommendations
  • Retirement Planning
  • College Savings
  • Personal Financial Statements
  • Personal Budgeting
  • 401(K) Advising
  • IRA Rollovers

Estate & Trust Planning

  • Estate Planning
  • Business Succession Planning
  • Estate Valuation
  • Planned Giving Programs
  • Life Insurance Analysis (adequacy and structure)

Tax Planning & Compliance

  • Individual Tax Return Preparation
  • Income Tax Minimization Strategies

Elder Care Services

  • Managing Financial Affairs
  • Making Best Choices Regarding Personal Care
  • Planning for Future Needs

*Services provided by Todd Reed and John Reed through their affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.