You’ve built a successful tax practice, but are you leveraging your deep knowledge of your clients’ financial situations to support their growing need for the level of objective and holistic advice you can provide? Have you ever considered offering portfolio management?

In our experience, we have found that many investment planners (and tax professionals) are unaware of the tax implications associated with certain investment decisions. They also may not have as full of a view of the client’s financial statement. You see it every year when you complete your clients’ tax returns. That’s why your tax knowledge may make you an ideal candidate for offering financial services.

To learn more about portfolio management, visit and download the infographic: “Common Myths About Offering Portfolio Management”.

Contact HD Vest to see how we can help you leverage your knowledge to your advantage.