WEALTH MANAGEMENT
Financial Planning*
Traditional & Roth IRAs*
401K & 403B Rollover to IRA*
Education Funding Advice*
Mutual Funds *
Life Insurance & Annuities
Long-Term Care Insurance
Small Business Retirement Plans*
ACCOUNTING
Tax Preparation & Planning
Business Development Services
Corporate Tax Preparation
Payroll Tax Returns
Small Business Accounting
Cash Flow Improvement
Financial Statements & Reviews
Quickbooks Set-up & Training
Incorporations
*Andy Mercer, CFP®
*Securities offered through H.D. Vest Investment ServicesSM, Member SIPC
Advisory Services offered through H.D. Vest Advisory ServicesSM
Hamilton Financial P.C. is not a registered broker/dealer or independent investment advisory firm.
