Who is H.D. Vest?

 

In 1983, H.D. Vest Financial Services was founded by a CPA whose clients routinely requested financial advice regarding retirement plans and other investment strategies.  Initially, he referred his clients to stockbrokers and insurance agents; however, frustrated by the fact that his clients’ financial needs were often not satisfied through these referrals, he resolved to add financial services to his practice.  Unfortunately, existing financial services firms did not focus on the special needs of the tax professional.  For this reason, H.D. Vest Financial Services, a firm dedicated to helping tax and accounting practitioners integrate financial services into their practices, was born.

 

What Services do they offer?

 

Investments – Max McNeal. CPA, an H.D. Vest Advisor can provide education and recommendations concerning appropriate securities investments, including stocks, bonds, mutual funds, variable insurance, annuities, trusts and other investment products that are tailored for your specific needs.

 

Retirement Planning – Whether you are 30 years from retirement, or expect to see another 30 years in retirement, it is important to make sure your investments are suitable to helping you pursue your retirement goals.  Max can help you evaluate you investments and assist you in planning for your retirement needs.

 

College Savings – Funding your child’s education may be one of the most important expenses you’ll face.  Although the most important considerations in choosing a college program are educational, there are financial ones as well.  With the help of Max, you and your family can better understand the cost and evaluate ways to start saving.

 

Estate Planning – Everyone should consider doing some estate planning, no matter how large or small your estate.  Should you choose to put off proper planning now, it could cost your loved ones thousands or even millions of dollars later.  Max can help you eliminate this concern by developing a plan to maximize the amount you leave to your heirs and minimize the amount you leave to Uncle Sam.

 

Contact Max McNeal at McNeal & Co, CPA for further information on these important Wealth Management Issues. 

 

Max K. McNeal, CPA -  Registered Representative

Securities offered through H. D. Vest Investment ServicesSM,  -  Member: SIPC.

Advisory Services offered through H.D. Vest Advisory ServicesSM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038 (972) 870-6000

  

 

          

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