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Holistic financial planning empowers you and your clients
As a tax professional, your unique insight into your clients' financial situation allows you to uncover opportunities that other advisors often miss. Through the application of our three-pillar approach to holistic financial planning, you will be able to foster greater financial health for your clients and see a valuable increase in the services you can provide.
of HD Vest Advisors
reported an increase in client retention after adding financial services.*
01 Goal-based planning
Financial planning designed to help make dreams come true
As advocates for goals-based financial planning, we provide tailored advice through holistic planning solutions. Ultimately, this helps your clients save and invest in ways that usher them closer to accomplishing their life goals. After all, clients’ goals can be as varied as their financial situations
02 Tax Integration
The power of information
Tax data can reveal incredible financial opportunities and vulnerabilities for your clients. All too often, other advisors maintain a singular focus on a client’s wealth and fail to analyze their tax situation before making investment recommendations. We provide tools that help you find ways to strengthen your client’s financial situation holistically.
03 Investment smarts
Unbiased investment insights and solutions
Our mission to help you build your client’s long-term wealth is realized through our unbiased financial products and wide range of investment solutions. We employ our three-step investment strategy to help you navigate a complex financial landscape.
We have a strategic business alliance with one of the nation’s leading brokerage clearing institutions, National Financial Services LLC (“NFS”), a Fidelity Investments® company. Through this strong relationship, we offer comprehensive investment servicing, including full-service brokerage business; extensive training; dedicated home-office support; and access to leading-edge technology.