Welcome!

I can help you plan for a dream vacation or a new home, plan for your children's or grandchildren's college education, and plan for your retirement.

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

My Practice

I offer standard tax preparation and accounting services, as well as comprehensive investment planning. In addition to preparing and filing your tax return, I can help develop a plan that takes into account your financial circumstances and tax status, and considers your college, retirement and estate planning goals.

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. Plus, I provide Probate Accounting and Probate required form 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

Everyone should consider doing some estate planning, no matter how large or small your estate might be. However, estate planning can be a difficult process and can bring some emotional issues to light. Should you choose to put off proper planning now, it could cost your loved ones later. Estate taxes can devour the value of the estate that is intended for your heirs. Proper planning can eliminate this worry. I can help you develop a plan to maximize the amount you leave to your heirs and minimize the amount you leave to Uncle Sam.

Professional Money Management

Today's investment atmosphere presents many challenges. It is not easy to know what to do or where to turn when planning your financial future. Given this environment, more and more investors are turning to qualified financial advisors like me to assist them in creating a customized portfolio based on their individual needs.

Additional Services

  • Bonds
  • Mutual Funds
  • Stocks
  • SIMPLEs
  • Limited Liability Companies
  • Roth IRAs
  • Accounting services
  • Business Federal and State Tax Preparation
  • Standard Tax Filing
  • Corporations
  • Purchases and Sales of Businesses
  • Payroll reporting
  • Electronic Tax Filing
  • Personal Bookkeeping
  • Rollovers
  • Individual Tax Planning
  • S-Corporations
  • Payroll checkwriting
  • IRAs
  • Individual Federal and State Tax Preparation
  • SEPs
  • Business Bookkeeping
  • Small business consulting
  • Partnerships
  • Business Tax Planning
  • Payroll services
  • Business startup

About Me

Designations

ATA - Accredited Tax Advisor

EA - Enrolled Agent

USEDESC - Notary Public

Affiliations

In addition, I provide mortgage brokerage services to help you with your mortgage needs. Whether you need a mortgage loan to purchase your home, a refinance of your existing loan to reduce your payments or consolidate other debt, or a home equity line that offers you the flexibility of an open line of credit, we will provide you with the best terms available to help meet your needs. We also broker investment property loans.

Licenses

Securities
  • Exams: 63, 65, 7
  • States: NC, SC, WA, WV
Insurance
  • License: A&H, Life, Variable
  • States: SC
  • License: VL/VA, Life
  • States: NC
Advisory
  • License: Investment Advisor Representative
  • States: NC, SC

Resources

Advisory Services

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

John Hess
401 N Main St
Lancaster, SC 29720

Email: HessJ2@hdvest.net
Phone: 803-283-9988
Fax: 803-286-8928