Broker Check

We provide high-quality comprehensive business and financial services at an affordable value, enabling businesses and individuals the opportunity to build and preserve wealth.

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.