|
|
|
Personal Planning Experience
It's your money, and we're here to help you put it to work for your
unique situation. Your financial advisor will guide you through a
comprehensive investment planning process to help you maximize the
benefits
available with a Smart Solutions ® Account.
1. Find out what is important to you
In the initial consultation, we get to know you; your financial goals
and needs.
2. Assess risk and create a profile
We work with you to determine your tolerance for risk and your
current assets available for investment to create your investing
profile.
3. Implement a plan
We closely match your unique investing profile with a
model
portfolio designed to help you reach for your financial goals.
You receive a personalized proposal based on your investing profile
that outlines an investment plan that is simple to understand and to
put into action.
4. Track and monitor your plan
Life and market events may result in the need to make changes to your
plan - but through quarterly rebalancing of your account, you can
keep guiding your target asset allocation to help keep it on track.
You'll also have access to your financial advisor, our client website,
or our Investor Center to track how your investments are performing
and make any changes that are needed.
Talk to your H&R Block financial advisor, our
Select Client
Group, or call our Investor Center at 1-866-295-7912 to find out
how a Smart Solutions Account might fit into your overall investment
strategy.
|
|
|
 |
|
 |
H&R Block Financial Advisors Inc. is a registered investment adviser. Investment services
and securities products offered through H&R Block Financial Advisors Inc., member
NYSE/SIPC, a registered broker-dealer and subsidiary of H&R Block Inc. Tax services
offered through subsidiaries of H&R Block Services Inc. H&R Block Inc. and H&R
Block Services Inc. are not registered broker-dealers.