Broker Check

Donald Ruppanner, CPA

(432) 570-4344

Products & Services

We provide assistance in the following areas:

FINANCIAL

Develop and monitor a comprehensive financial plan* covering the following wealth management issues

  • Wealth Management
  • Cash Flow & Debt Management
  • Family Risk Management
  • Retirement Planning
  • Education Planning
  • Legacy Planning
  • Business Planning
  • Special Situations Planning


TAX

  • IRS Representation
  • Individual Tax Planning
  • Estate & Gift Tax Planning & Preparation

 

INSURANCE

  • Life
  • Long-term care
  • Disability income
  • Annuities

                                                                          

SOURCES OF FINANCING

  • Line of Credit
  • Home Mortgages
  • Home Equity Loans

 

FORMS OF INVESTMENTS*

  • Separately Managed Account
  • Certificates of Deposit
  • Stock, Bonds, Mutual Funds
  • Unit Investment Trusts
  • Exchange Traded Funds
  • Annuities (Variable, Fixed, Fixed Index)
  • Real Estate Investment Trust, REIT (Traded, Non-traded)
  • Business Development Corp, BDC (Traded, Non-traded)
  • GP or LP interest in oil & gas programs

 

ACCOUNT CLASSIFICATIONS*

  • Individual          
  • Joint Tenants with Rights of Survivorship
  • Joint Tenants in Common
  • Custodian/Minor
  • Guardian/Conservatorship
  • Education Savings Plan
  • 529 College Savings Plan
  • Estate
  • Trust
  • Non-Profit
  • IRA’s (Traditional, SEP, Inherited, SIMPLE, Roth)
  • Qualified Retirement Plans (Profit Sharing, 401(k), Money Purchase, etc.)
  • Sole Proprietorship
  • C-Corporate
  • S-Corporate
  • Partnership
  • Limited Liability Partnership
  • Limited Liability Company




*These services offered by Donald Ruppanner and Troy Keel through their affliation with HD Vest Investment ServicesSM, Member SIPC, and HD Vest Advisory ServicesSM.