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Personal Services

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

Investment Management & Financial Planning *

Bottom Line Services is dedicated to providing clients with investment strategies to help them reach their goals. We provide guidance in the following areas to assist in the financial planning process:

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

Estate & Trust Planning

Let us help develop a plan to efficiently transfer wealth to your heirs and favorite charities, protect your family and business, grow your assets, and minimize taxes.

Tax Planning & Preparation

We provide comprehensive tax preparation and tax planning services for individuals, trusts, and estates. We focus on income tax minimization strategies that take advantage of new tax laws and legislation.

IRS Representation

When dealing with the IRS and other regulatory agencies it’s important to have an experienced and professional representative that understands how to effectively represent your interests in an audit or other situation. Bottom Line Services has significant experience providing representation before the IRS providing clients with the highest level of service possible. Whether you are facing an audit for the first time or are dealing with an ongoing issue, we can help.

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