Since 1971, H&R Block Financial Advisors has been helping clients achieve their financial goals. We are a full-service securities broker-dealer with more than $32 billion assets under management. We offer investment planning, advice and related financial products and services, with more than 900 financial advisors serving clients throughout the United States.

We understand that people have concerns about investment planning, and that many tend to shy away from it for a variety of reasons - fear, complexity, a lack of confidence, distrust, intimidation or the current state of the economy. We believe that it's important for people to start planning for their future today.

Through our partnership with H&R Block, Inc., we can show our clients how planning from a net tax perspective can help them accomplish their goals while minimizing the amount of money paid in taxes. Our goal is to help our clients make sound decisions with advice that is focused on providing them with more control over their money and helping them keep more of it so they can retire with confidence, maintain a desired standard of living and leave a legacy.

From Middle America to business owners to the affluent, people look to H&R Block Financial Advisors as a company on which they can depend.