Winner of multiple financial planning awards, H.D. Vest has helped thousands of tax professionals add financial planning services to their practices and boost their client service offerings. The H.D. Vest team provides our Advisors with training and support, which unlocks their time and energy to focus on serving their clients.

You are already providing financial planning to a certain degree just by working with your clients’ tax returns. You can help your clients – why restrict yourself to simply taxes when you can do so much more?”

Using the family and tax information clients have entrusted to them, H.D. Vest Advisors are in a unique position to help their clients retire comfortably, pay for college and prepare for emergencies. From this strategic viewpoint, H.D. Vest Advisors can help their clients transform their financial futures.

Using the family and tax information your clients have entrusted to you, you are in a unique position to help them retire comfortably, pay for college and prepare for emergencies. Instead of pointing them to a traditional broker, you can better serve them yourself, benefiting your clients and your practice. It's a natural transition.

But how will you manage an exciting new business venture and get the support you need to deliver financial advice — while running a busy tax business?

At the beginning of the year, over $1 trillion of retirement assets became eligible to be converted to a Roth IRA. Thanks to the Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA), higher income individuals are able to take advantage of a conversion opportunity.

Talk to your H.D. Vest Advisor today to learn if a Roth IRA conversion is right for you.