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Tax Alpha

You may ask, what is "Tax Alpha"? It's the value that is added to a client's financial plan by optimizing sound tax strategies. If "alpha" is the return generated by an advisor's skill in picking and managing investments, then "Tax Alpha" protects that return and generates a boost by making sure that taxes don't eat away more of a client's wealth than absolutely necessary. HD Vest Advisors deliver tax alpha through their ability to gain insights from your taxes and leverage that information to provide you with a holistic view of your financial plan.