MENU OF SERVICES

*INVESTMENTS

• Individual Retirement Accounts (IRAs)
• Mutual Funds
• Education Savings Plans
• Investments

INSURANCE

• Fixed and Variable Annuities *
• Life Insurance
• Disability Insurance
• Long Term Care Insurance

PLANNING SERVICES

• Retirement Planning
• Rollovers*
• IRAs*
• SEPs*
• SIMPLES*
• 401Ks*
• College Planning
• Tax Reduction Strategies
• Cash Flow Analysis
• Insurance Analysis

ACCOUNTING

BOOKKEEPING

TAX PLANNING AND CONSULTING

PAYROLL SERVICES AND REPORTING

BUSINESS PLANNING

TAX PREPARATION

• Personal
• Corporate
• Partnership
• Trusts and Estates

*Securities offered through H.D.Vest Investment Services, a non-bank subsidiary of Wells Fargo Company, Member SIPC, 6333 North State Highway 1614, Fourth Floor, Irving, TX 75038, (972)870-6000

Owen Financial Services is not a registered broker/dealer or independent advisory firm.