H. D. VEST INVESTMENT SERVICES

Navigating a Course to Your Financial Future

Thank you reviewing my financial website.  In 10 minutes or less you can learn about the 4 obstacles that stand in the way of pursuing your financial goals, and the 6 key areas of your Personal Finances.  Please click  on E-Seminars or  Financial Management.

If you have time, review the other E-Seminars on Retirement, Estate Planning and Long Term Care.  These seminars are also 10 minutes or less.

This website is filled with a financial education that can help you navigate a course to your financial future.  I would suggest that you bookmark the site and return as often as possible to keep yourself  "in the know"  about your personal finances.   I also do live seminars in the Temecula Valley and San Diego.  Check back to RSVP on seminar topics that may interest you.

Thanks again for stopping by.

Temecula Valley Chamber of Commerce Nominee for Citizen of the Year 2007. 

   

                                                                                                                                     
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

Happy Birthdays?

The road to retirement winds through several birthdays that affect most Americans’ retirement benefits and tax circumstances.

Fuel for the Economy

The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

His and Her Uncertainty

By sharing information about each other’s plans and expectations for retirement, a couple may be able to avoid some common mistakes that could hamper their progress toward a comfortable retirement lifestyle.

Free to Retire

A variable annuity might provide a way to help you pursue your retirement goals if you don’t have the time required to develop a winning retirement strategy.

More Newsletters →