Welcome!

I provide accounting, tax, financial services and investment planning services to individuals and businesses.

Retirement planning, education planning, risk management and so much more. I offer my clients a multi-faceted approach to address their growing financial needs.

Services

Taxes

I provide the following tax services to individuals and businesses: tax planning, federal and state tax preparation, and standard and electronic tax filing.

Financial Services

I can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.

Retirement Planning

Even if you are covered by Social Security and a company pension plan, you may not have enough to retire to live the lifestyle you desire. Do you know how much you need for retirement?

Education Planning

You don't have to be a rocket scientist to help your child obtain a high-quality college education. By reviewing your family's financial outlook, I can help you develop and implement a tuition savings plan that may fit for your budget.

Legacy Planning

If you don't take care of your estate, the IRS will. Without estate planning, you can't take maximum advantage of tax strategies. Your assets in your estate may not be preserved for your heirs. Having a will isn't good enough. Together we can analyze your needs, examine a variety of planning vehicles and determine some answers for your situation.

Additional Services

  • Mutual Funds
  • Business Banking
  • Consumer Banking
  • SEP's
  • Rollovers
  • IRA's
  • Roth IRA's
  • Simples Retirement Plans
  • 401k's

About Me

Educations: I am also a graduate of Liberty University, and hold a BS in business with a concentration in accounting, and counseling. Affiliations: I am a member of the National Association of Tax Professionals.

Licenses

Securities
  • Exams: 6, 63
  • States: GA, NC, SC, VA
Insurance
  • License: A&H, Life, Variable
  • States: SC

Resources

Investor Resources



Need more information on investing? Visit these sites for more information:

About H.D. Vest

Since its inception in 1983, H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. Approximately 4,600 independent contractors manage over $30 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. President Roger Ochs continues to pursue the H.D. Vest ideal of providing innovative solutions and the latest tools and technology to help H.D. Vest Advisors meet the needs of their clients now and into the future.
http://www.hdvest.com

Contact

Greg Frank
1932 Old Reidville Rd
Spartanburg, SC 29301

Email: FrankG1@hdvest.net
Phone: 864-576-1040
Fax: 864-574-6068

Additional Contacts

Carol Peters
Carol Peters