Vision Financial Services Information

Do you have lingering doubts or fears about retirement, funding college tuition for your kids, or smart investing for the future? Does your current financial advisor ask questions and listen deeply? Does he or she offer life planning advice – or simply report on investment performance? A seasoned financial advisor, Debra will lead you through her highly personalized 2-step process. First, she will team with you to discover and discuss the many options that are available to you. (“There are ALWAYS options,” she says.) Next, with Debra’s guidance, you can make a decision and set a direction that best supports your financial picture, personal situation, emotional comfort level, and life goals. Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.