Products & ServicesSelect Client Group |
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At H&R Block Financial Advisors Select Client Group, we are dedicated to giving you experienced advice and guidance to help you live your financial life to the fullest. We provide:
- Service and professional guidance from dedicated financial advisors
- Access to your team of advisors with or without an appointment
- Experience in tax-smart investment planning through our partnership with H&R Block, Inc.
Services
- Investment Planning
- Retirement Planning
- Education Planning
- Asset Allocation Analysis
- Model Portfolios
- Equity and Fixed Income Research
- Life Insurance Review
- Online Investing
- Systematic Investing
Accounts
- Education Savings Plans
- Traditional, Roth, SEP and Simple IRAs
- Professionally Managed Account
- Premier Advisory Account
- Smart Solutions Account
- Premium Account
- Investment Brokerage Account
Investments
- Mutual Funds
- Stocks
- Bonds
- Insurance
- Annuities