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Our Services

Tax Management

Accounting and Payroll

Investment Management*

Retirement Strategies*

Financial Planning*

Estate Conservation

Insurance and Annuity Products*

College Planning

*These services are offered by Paul. Claudia and Bobby through their affiliation with H.D. Vest Investment Services SM and Paul's affiliation with H.D. Vest Advisory Services SM. Insurance products are offered by Paul and Claudia.

Paul Whitmire is a registered representative registered to transact business with clients in CO, FL, GA, KY, NC, OH and TN. Paul Whitmire is also advisory licensed in TN. Paul Whitmire is also an insurance agent licensed in TN.

Bobby Green is a registered representative registered to transact business with clients in TN.

Claudia Werner is a registered representative registered to transact business with clients in TN. Claudia Werner is also an insurance agent licensed in TN

If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Robert T. Green, CPA PC is not a registered broker/dealer or independent investment advisory firm.

Investments & Insurance Products:

Are not insured by the FDIC or any federal government agency

Are not deposits of or guaranteed by the bank or any bank affiliate

May lose Value