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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.

68%

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

8 wealth management issues

We believe there are 8 wealth management issues affecting every client which, with proper guidance, can help systematically address many of their needs ranging from retirement planning to debt management.

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VestVision®

A custom planning tool that provides you with the resources and technology to help identify and prioritize your clients’ goals, choose an appropriate investment strategy, monitor their progress, and make revisions as life changes occur.

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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.

1040 Analyst®

A unique, automated mining tool created by HD Vest. Using 1040 Analyst, advisors are able to seamlessly integrate clients’ tax data (using their form 1040) and reveal an individualized set of financial opportunities.

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Programs and tools designed for growth

We have a diverse range of programs and tools to help our advisors grow on an individualized level. We know that each tax and non-tax professional in our community has unique strengths and needs and we work to support them all.

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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.

Advisory services

We recognize the positive impact that fee-based advisory business can bring to your practice and have built a model that provides you access to an exclusive advisory platform that sets you apart from the competition.

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Insurance solutions

HD Vest Insurance Agency, LLC maintains relationships with more than 60 separate insurance providers who offer fixed and variable annuities, life insurance, disability, and long-term care solutions.

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Custodial services

We have a strategic business alliance with one of the nation’s leading brokerage clearing institutions, First Clearing. 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.

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*2017 IPSOS research survey.

VestVision is based upon the software, patents, copyrights and some of the trademarks owned, developed by or exclusively licensed to Wealthcare Capital Management LLC. (“Wealthcare”). All Wealthcare content within VestVision supports the use of Wealthcare’s method and system for financial advising, its method, system and computer program for auditing financial plans, the system and method for incorporating mortality risk in an investment planning model, and the related terminology specific to its patents are used under license from Wealthcare. (U.S. Patents numbers 6,947,904/7,562,040/7,650,303/7,865,138/7,991,675). HD Vest Advisors are responsible for developing individualized investment recommendations or financial and investment plans for their clients.

Subject to appropriate licensing, HD Vest offers different types of accounts and levels of service that can have important implications in terms of the legal rights and responsibilities that attach to your relationship with HD Vest. Unless you have separately contracted for investment advisory or financial planning services, any analysis performed is not an investment advisory account or a comprehensive review of all of your financial needs in connection with a financial plan. Not all HD Vest Advisors are licensed to offer all products or services. For additional information, contact us toll-free at (800) 742-7950.