Retirement Planning/Customized Portfolios* We provide ongoing due diligence, advice and asset management for your investments based upon your goals and objectives. A comprehensive detail of your assets is taken into consideration in developing any plan to insure proper asset allocation*, risk management and the objectives set forth to pursue your goals. These services are offered by David Weaver, Megan Wall, and Tom Paup through their affiliation with HD Vest.*Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses. Investments are subject to market risks including the potential loss of principal invested.