Home Office Support

At H.D. Vest, we understand that you already operate a successful tax business. Therefore, we offer world-class support to facilitate a smooth and speedy transition to providing financial services.

Financial Planning Support

This department is your primary contact with H.D. Vest. Their mission is to provide you with business-building strategies, technical support, case analysis and product recommendations. Each Financial Planning Support consultant is a general securities representative, is insurance licensed and is pursuing or has completed the Certified Financial Planner^TM (CFP^®) designation.

In-House Experts

You don't have to be an expert in every topic. H.D. Vest has specialists available in all key technical areas, including:

Retirement Planning

Our specialists will assist you with understanding technical qualified plans and quasi-qualified plans. Our services include plan design, turnkey package recommendations, census analysis, and distribution planning.

Estate Planning

This department can assist you with concepts such as structuring beneficiaries, charitable remainder trusts, irrevocable life insurance trusts, basic family and bypass-trust planning.

Insurance Planning

We provide dedicated insurance specialists to assist with planning complex strategies and understanding specific policy details.

Fee-Based and Fee Only Planning

H.D. Vest Advisory Services^SM has dedicated specialists to help you with all your questions about our fee-based and fee only programs. They can help you determine the appropriate program to meet your clients' needs, put together proposals, and assist you with the paperwork needed for setting up accounts.

Operational Support

Gaining client acceptance is just one aspect of completing the transaction. H.D. Vest has operational departments to help you with the process, including:

General Support

Compliance and Sales Supervision

Software Support

For more information on our Home Office Support, call 800.742.7950

Affiliation and Compensation Options

Success Stories

Copyright ^© 2006, H.D. Vest Technology Services, Inc. All rights reserved.
H.D. Vest Financial Services^® is the holding company for the group of companies providing financial services under the H.D. Vest name.
Securities offered through H.D. Vest Investment Services^SM, Member: SIPC,
Advisory services offered through H.D. Vest Advisory Services^SM,
Non-bank subsidiaries of Wells Fargo & Company,
6333 North State Highway 161, Fourth Floor, Irving, Texas 75038,
(972) 870-6000.

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