A UNIQUE ADVANTAGE

In our more than 30-year history of helping tax professionals become successful financial advisors, we have learned a thing or two about the unique advantages our Tax Professional Advisors bring to the table, and how they can be leveraged to help your clients pursue financial freedom and seize valuable opportunities. For Advisors without a tax practice, through our innovation, you too can leverage the 1040 Advantage.

For more than 30 years, we’ve remained steadfast in our mission to give every American the opportunity to have access to a skilled financial professional to help plan for their retirement.

We believe that tax professionals offer one of the most appropriate business models to naturally extend their services to offer financial products. Your knowledge of your clients’ finances, coupled with your trusted relationships, places you in a unique position to not only do what’s right for your clients, but also grow the revenue your firm generates. We execute our mission on a daily basis by assigning a dedicated staff liaison to support, train and guide highly ethical tax professionals to become HD Vest Advisors.

Sage, which has been moving away from country-by-country organization, has named Blair Crump as president. It is the first time the United Kingdom-based software company has had a resident for the company's world-wide operations and is part of a massive replacement among the top 100 executives and managers that has occurred in the last two years.