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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 others often miss. Through the application of our three-pillar approach to holistic financial planning, you will see a noticeable difference in positive outcomes for your clients and 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 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 proprietary 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, brokers 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 too created by HD Vest which allows advisors to seamlessly integrate their clients' tax data and reveal an individualized set of financial opportunities.

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Future Innovations

We're diligently working on innovative technology that will include automated recommendations for strengthening clients' overall financial situation.

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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.

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