Why Choose HD Vest?

A Common Sense Approach To Today’s Increasingly Complex Financial Marketplace

As today’s economic, financial and tax landscape becomes increasingly complex, an approach to investment management that considers your entire financial picture can lead to clearer and more confident financial decisions. That’s because every financial decision — from your investment choices to financing a home, saving for retirement, funding a child’s education, securing a comfortable retirement, planning your legacy or business planning — also carries important tax implications. Making financial decisions in a silo that ignores important components of your overall financial picture can lead to unintended consequences and ineffective outcomes.

At HD Vest, although we do not provide tax advice, we believe all aspects of your financial picture should be given equal emphasis, including the impact of taxes on both short- and long-term financial decisions. That’s the reason we set out to reinvent the way financial services were delivered more than 30 years ago, introducing a comprehensive approach to total wealth management delivered by your most trusted advisor.

HD Vest Advisors may offer products and financial planning services that address many of the following 8 Wealth Management Issues®

  1. Investment management
  2. Cash flow and debt management
  3. Family risk management
  4. Retirement planning
  5. Education/college planning
  6. Legacy and estate planning
  7. Business planning
  8. Special situations planning

Keep in mind that not all HD Vest Advisors are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information, ask your Advisor or contact us toll-free at (888) 438-3781.


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