Broker Check

Educational Videos

1. Tax Alpha Year End Review

Welcome to another installment of Tax Alpha. Hard as it may be to believe, the end of the year is right around the corner. That means it is time for a comprehensive year-end review that integrates tax and financial planning with a discussion of all the latest developments in your clients' lives.

2. Who is HD Vest?

3. Estate Planning With 529 Plans

Welcome to another installment of Tax Alpha. This time around we’re going to dig a little deeper into 529 Plans. One of the hardest parts of financial planning is balancing conflicting goals and needs, and this is rarely more evident than when it comes to planning for your children's college expenses.

4. Small Business Retirement Plans

Welcome to another installment of Tax Alpha. We’re going to dive into how you can choose tax - savvy retirement plans for your small business. Get started exploring which retirement plan best fits your specific circumstances.

5. Equalizing Inheritance

Welcome to another installment of Tax Alpha. This time around we’re looking at what you can do when your estate is largely tied up in a single asset.

6. 1040 Analyst

One of the advantages of working with our firm is that we believe in a holistic approach to financial advice, starting with your tax return. The tax information on your Form 1040 provides a wealth of valuable information. Ask us today about receiving your complimentary customized report and leveraging our expertise to provide you with a “1040 Advantage.”

7. The V4 Client Experience

The V4 Client Experience is a unique, indispensable, and repeatable process that enables us to offer our clients ongoing personalized financial services through four cohesive steps. Using this proven process allows us to provide our clients with a repeatable experience every year, starting with their 1040 tax data, because individuals’ wealth management needs, family dynamics and goals are constantly evolving.