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Wehring Wealth Management

The Tax Professional’s Edge in Offering Financial Services

When it comes to reasons for tax and accounting professionals to add financial services to their offerings, Kurtis Campbell lays out one of the most compelling: “Other advisors for our clients who are not tax professionals call us for our expertise, and then take our advice and implement it with a client,” he noted. “That conversation with other advisors giving away our knowledge for free is frustrating, because you are propping up their professional work when they should know it to begin with.”

“Knowing the impact of taxes on every transaction sets us apart as advisors,” added Campbell, a partner at Brown & Campbell CPA’s Inc. in Dayton, Ohio, offering financial services since 2009 with HD Vest Financial Services®.

Tax preparers in particular know the frustration of seeing clients come in every year facing unnecessarily high tax bills because of ill-considered investment moves, or having missed major tax-saving opportunities because their investment advisors weren’t tax-savvy.

“An investment move is a tax move, and it is important for clients and advisors to recognize this,” noted Lisa Pugel, president of D.B. Tax and Financial Services Inc. in South Milwaukee, Wis. “Knowing every aspect of my clients’ tax situations can help save significant dollars, and I can show the client that added value on returns.”

Citing areas like Roth IRA planning, harvesting tax losses, and finding tax-efficient ways to pass money on to beneficiaries, Pugel, HD Vest advisor since 1995, noted, “These are just a few examples of where my tax expertise is very valuable.”

Not only is deep knowledge of a client’s tax situation a must for being able apply that sort of expertise – it’s also a springboard for moving into offering financial services, which may explain why, in a recent Accounting Today/HD Vest survey of over 180 accountants and tax pros who offer financial services as a part of wealth management, more than two-thirds (69 percent) said that they get their new clients from tax preparation and tax prep discussions.

“With our knowledge of taxes, we are able to help our clients avoid making costly tax mistakes that they may regret later,” explained Charlene Wehring, founder of Wehring Wealth Management in Bellville, Texas, HD Vest Advisor since 1997. “As tax professionals, we can calculate and project the tax liability of a desired strategy and present it to our clients so they can evaluate and be prepared for the outcome of a particular situation. We can analyze the tax efficiency of a financial plan to avoid common pitfalls and thus increase the cash flow to our clients.”

Small wonder, then, that of the firms surveyed by Accounting Today and HD Vest, almost four-fifths (79 percent) said that “Maximized tax benefits” is one of the top three benefits their clients reap from their wealth management surveys.

Stronger, more trustworthy relationships between advisor and client are another benefit cited by survey respondents – an attitude echoed by Matthew White, the founder of M. White Financial Services in Baytown, TX, HD Vest Advisor since 2000: “I believe that having a tax background helps us build stronger relationships, especially with our high-net-worth clients who appreciate integrating tax and financial planning,” he said. “It helps us capture and effectively serve complex cases. We work closely with our clients and their estate planners to create the mindset of generational planning.”

The sort of long-term thinking that goes into good tax planning is just as valuable in helping a client plan out their financial life. “Our integrated tax planning considers taxes over the years, not just a function of minimizing taxes during the current year,” said Steven Wilson, founder of Steven L. Wilson & Associates CPAs, in Tulsa, Okla., HD Vest Advisor since 1994. “I don’t think I could [offer] financial services if I did not have the tax expertise.”

For more information about HD Vest Financial Services and how they can help you transfer a client’s wealth, visit hdvest.com/join or contact a Business Development Consultant at (800) 742-7950. HD Vest Financial Services® and its affiliates (collectively, “H.D. Vest, Inc.”) do not provide tax or accounting services. You should consult your tax professional regarding the tax implications of any investments. The views and opinions presented in this article are those of Kurtis Campbell, Lisa Pugel, Charlene Wehring, Matthew White, and Steven Wilson and not of HD Vest Financial Services® or its subsidiaries. Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses. HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name. Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory services offered through HD Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

CHARLENE E. WEHRING HONORED AT HD VEST’S PREMIER ADVISORS’ FORUM

Annual Event Brings Together HD Vest Advisors from Across the Nation

Bellville, Texas –08/04/2017—Charlene Wehring was recognized by HD Vest at its recent Premier Advisors’ Forum.

 

Headquartered in the Greater Dallas, Texas, area, HD Vest ServicesSM is a leading independent broker-dealer focused on empowering holistic financial advice that encompasses wealth management solutions.

 

The Premier Advisors’ Forum is an annual event that honors HD Vest’s top 75 performing Advisors1 from across the country and brings together the firm’s senior executives and leading financial industry educational partners.

 

As part of the Premier Advisors’ Forum, which took place at The Breakers, Palm Beach, FL, from July 27-30, Charlene joined with other HD Vest-affiliated Advisors in educational meetings and networking events, along with an awards ceremony and dinner.

 

Charlene said, “It was an honor to attend Premier Advisors’ Forum. The event was a great resource for networking with peers from around the country and to meet firsthand with HD Vest executives, while also learning from industry experts in the field.”

 

“I really looked forward to seeing and personally congratulating our Advisors at the Premier Advisors Forum,” said Bob Oros, CEO of HD Vest. “Their ongoing commitment to their clients and to their profession truly sets them apart. Their excellence in client service and loyalty is an inspiration for other Advisors in our firm, and indeed, throughout the financial industry.”

 

 

 

 

 


 

About HD Vest Financial Services®

Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial services including securities, insurance, money management services, and banking solutions. Ranked as one of the top 15 independent broker-dealer firms,2 we have over 4,400 independent contractors, who manage over $39 billion in assets for individuals, families and small businesses in all 50 states.3


1“Top 75 performing Advisors” is defined as the 75 HD Vest Advisors with the highest rolling gross production in a 12-month period.

2Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.

3As of January 1, 2017

 

HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name.
Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory services offered through
HD Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

CHARLENE WEHRING ATTENDS CONNECT2017TM, HD VEST’S LEADING NATIONAL INDUSTRY CONFERENCE

Conference Brings Together Top Advisors, Industry Experts and Financial Service Providers to Share Best Practices and Latest Concepts in Client Wealth Management Solutions 

Bellville, Texas 07/11/2017 Charlene E. Wehring attended CONNECT2017, HD Vest’s annual national conference. HD Vest Investment ServicesSM, the leading independent broker-dealer empowering holistic wealth management-based investment services, hosted more than 1,500 advisors, exhibitors, and other partners as part of CONNECT2017, which took place in Las Vegas, from June 27-30, and featured HD Vest’s unique focus on supporting independent Advisors who integrate tax solutions with financial services.

 

CONNECT2017 provided one-of-a-kind opportunities to network with thought leaders from across the industry and included a thought-provoking line-up of speakers, including Dan Pink, Sugar Ray Leonard, and Phil Hansen. The event also included interactive educational workshops and breakout sessions, as well as the opportunity to meet with financial product firms and exhibitors to discuss some of the latest ideas encompassing a wide range of practice management and wealth management solutions.

 

“It was an honor to attend CONNECT2017. I found the event to be an invaluable resource for networking with peers from around the country and, perhaps most importantly, learning firsthand from HD Vest executives and industry experts. We shared best practices related to the successful integration of sound tax and investment advice into one wealth management solution aimed at helping our clients pursue their long-term financial goals,” said Charlene Wehring.

 

“We thank all of our Advisors for their participation in our annual national conference,” said Bob Oros, CEO of HD Vest. “It is extremely important to us at HD Vest that our affiliated Advisors have the opportunity to gather together on an annual basis to hear about industry-wide best practices, learn from one another, and stay abreast of the latest industry developments. HD Vest has a unique culture that is based on a like-minded community of Advisors who are there to help one another and share experiences. Fundamentally, CONNECT2017 underscores our unique value proposition in empowering holistic financial and tax guidance for the sake of providing the best possible financial solutions to our independent Advisors’ end clients.”

 

 

 

About HD Vest Financial Services®

Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial services including securities, insurance, money management services, and banking solutions. Ranked as one of the top 15 independent broker-dealer firms,1  we have over 4,400 independent contractors, who manage over $40 billion in assets for individuals, families and small businesses in all 50 states.2

1Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.

2As of January 1, 2017

 

HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name.

Securities offered through HD Vest Investment ServicesSM, Member: SIPC, Advisory services offered through HD Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, (972) 870-6000

CHARLENE E. WEHRING RECOGNIZED AS A FIELD LEADER BY HD VEST FINANCIAL SERVICES®

Annual Event Brings Together HD Vest’s Top Field Leaders from Across the Nation

 

05/15/2017, Charlene Wehring a financial services professional in Bellville, has been recognized as a Field Leader by HD Vest Financial Services®. Charlene Wehring attended the 2017 Field Leader Conference, which was hosted at Four Seasons Dallas at Las Colinas, Texas, May 8-10.

 

Headquartered in the greater Dallas, Texas, area, HD Vest is a leading independent broker-dealer empowering holistic tax and wealth management-based financial advice through leading independent advisors across the country.

 

The annual Field Leader Conference honors Chapter Directors and Mentors who guide other financial advisors as they grow in the industry. The HD Vest Chapter Program offers a unique opportunity for HD Vest Advisors to network with other HD Vest Advisors and receive valuable training to grow their investment planning practices, guided by encouraging regional Chapter Directors. The Mentor Program is designed to provide one-on-one personalized guidance in goal setting and sales presentation skills for Protégé Advisors who are new to HD Vest and/or financial services, guided by experienced Mentor Advisors.

 

As part of the annual Field Leaders Conference, Charlene Wehring joined with other leading HD Vest-affiliated Advisors in educational meetings and networking events Charlene Wehring said, “It was an honor to attend the Field Leader Conference. I found the event to be a great resource for networking with peers from around the country and to meet firsthand with HD Vest executives, while also learning from industry experts in the field.”

 

Scott Rawlins, President of HD Vest, said, “Every year I look forward to our Field Leader Conference and the opportunity to meet with our Advisors and personally congratulate them. Their ongoing commitment to their clients and to their profession truly sets them apart. Their excellence in client service is an inspiration for other Advisors in our firm, and indeed, throughout the financial industry.”

 

Charlene Wehring is the founder of Wehring Wealth Management, LLC a Certified Public Accountant (CPA), and a financial advisor with HD Vest Investment ServicesSM.  Charlene holds securities licenses 7 and 63, as well as life, accident, health, and HMO insurance licenses. As a premier advisor with HD Vest, she has been one of their top 75 performing advisors across the nation for the past seven years.

 

Charlene serves the Bellville community, the greater Houston area, and clients all over Texas, helping them define and pursue their financial goals in their ever-changing lives. We guide them through the process and continually monitor their progress to help them remain on track. With vast experience and knowledge of investments, planning, taxation, and accounting*, we aim to address each client’s entire financial picture, providing education, guidance, and transparency.   

About HD Vest Financial Services

Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial services including securities, insurance, money management services, and banking solutions. Ranked as one of the top 15 independent broker-dealer firms,1  we have over 4,400 independent contractors, who manage over $39 billion in assets for individuals, families and small businesses in all 50 states.2

 

1Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.

 

2As of January 1, 2017

 

 

 

HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name.

Securities offered through HD Vest Investment ServicesSM, Member SIPC

Advisory services offered through HD Vest Advisory ServicesSM

6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Wehring Wealth Management is not a registered broker/dealer or independent investment advisory firm.

CHARLENE WEHRING SELECTED TO ATTEND FINANCIAL SERVICES INSTITUTE TEXAS STATE CAPITOL DAY

Attendance Reflects Her Commitment to Protecting the Financial Interests of Texans and Promoting Financial Literacy

 

(March 3, Bellville, TX)—Charlene Wehring, a financial services professional in Bellville, Texas, recently participated in the Financial Services Institute (FSI) Texas State Capitol Day. The invite-only event enabled influential Texas-based independent advisors to network with peers and discuss critical issues facing Texan investors. Wehring was part of a select group of individuals chosen to attend the event, held in Austin, Texas, on February 21, 2017.

 

Attendees spent a full day serving as citizen lobbyists advocating for Texan investors’ rights to key state lawmakers and their staff.

 

The goal of this year’s event was to support initiatives that:

  • Increase access to quality, personalized and affordable financial advice;
  • Voice opposition to legislative efforts to impose regulations that deny clients the benefit of financial advice and compete against independent financial advisors;
  • Promote efforts to increase financial literacy and prevent elder abuse; and
  • Support the expansion, availability and usefulness of the Achieving a Better Life Experience (ABLE) Act accounts to families with disabled children.

 

“Attending the FSI’s Texas State Capitol Day and voicing my support for protecting the financial interests of all citizens of our great state of Texas was an absolute honor,” said Wehring. “I am committed to initiatives that expand Texans’ access to high-quality, individualized financial advice and improve the average citizen’s financial literacy.”

 

Charlene Wehring offers financial services through her affiliation with broker-dealer HD Vest Investment ServicesSM. HD Vest is a leading independent broker-dealer, empowering holistic tax and wealth management-based financial advice through a network of over 4,400 independent Advisors across the country1. Wehring has been an advisor with HD Vest since 1997 and has an office in Bellville, Texas. She graduated from the University of Houston with a Bachelor of Business Administration in 1977 and has been a Certified Public Accountant since 1979.

 

 

About Wehring Wealth Management

Wehring Wealth Management, founded by Charlene Wehring, CPA, more than 30 years ago, assists individuals, families and business owners as they pursue their financial goals and build confidence for their future. While the firm has evolved over the past few decades, its client commitment hasn’t changed. Wehring Wealth Management puts the client first, offering personal care, trusted guidance and objective advice every step of the way.


Charlene Wehring services the needs of individuals, corporations, partnerships, trusts, estates and foundations providing traditional brokerage accounts, fee-based managed accounts, private money management, individual and business retirement plans, education planning, stocks, bonds, mutual funds, life, disability and long-term-care insurance, variable and fixed annuities, multigenerational estate planning, comprehensive tax reporting, online account access, check writing and debit cards, account consolidation and systematic investment plans.

 

  1. As of January 1, 2017

 

Securities offered through HD Vest Investment ServicesSM, Member: SIPC, Advisory services offered through HD Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, (972) 870-6000

 

Wehring Wealth Management is not a registered broker/dealer or registered investment advisory firm

CHARLENE E. WEHRING ATTENDS HD VEST’S ELITE RETREAT NETWORKING CONFERENCE

Attendance at Qualifying Event Reflects Individual Commitment to Building a Client-focused Practice

(November 28, 2016)Charlene E. Wehring a financial services professional in Bellville Texas, recently attended the Elite Retreat conference hosted by their broker-dealer, HD Vest Investment ServicesSM. HD Vest is a leading independent broker-dealer, empowering holistic tax and wealth management-based financial advice through a network of over 4,600 independent Advisors across the country. Charlene qualified to attend the conference in Scottsdale, Arizona with over 200 Advisor peers, November 2-5.

HD Vest Elite Retreat is a networking and learning event for premium Advisors focused on peer-to-peer idea sharing. Attendees participated in interactive share shops, heard informative sessions led by the HD Vest executive leadership team and keynote speakers. The goal of Elite Retreat is to explore ways to create a unique, indispensable and repeatable process to offer clients ongoing personalized financial services.

“It was an honor to qualify for and attend HD Vest’s Elite Retreat, where I had the opportunity to hear from the HD Vest leadership team about new resources I can to leverage to better assist my clients,” said Charlene Wehring. “I also discussed with my peers what clients are looking for and ways I can meet their needs not only today, but well into the future.”

Roger Ochs, CEO of HD Vest, said, “We were pleased to host Charlene Wehring at our 2016 Elite Retreat Conference in Scottsdale, AZ. This is an event our premium Advisors look forward to each year as they share a common commitment to providing their clients with top of the line service starting with taxes, defining and prioritizing wealth management issues, creating a plan and then bringing that plan to life. They have all shown enormous initiative in continuing to develop professionally, learn from others in our industry and share their own experiences to work toward a common goal.”

Charlene Wehring is the founder of Wehring Wealth Management, LLC a Certified Public Accountant (CPA), and a financial advisor with HD Vest Investment Services.  Charlene holds securities licenses 7 and 63, as well as life, accident, health, and HMO insurance licenses. As a premier advisor with HD Vest, she has been one of their top 75 performing advisors across the nation for the past seven years.

Charlene serves the Bellville community, the greater Houston area, and clients all over Texas, helping them define and pursue their financial goals in their ever-changing lives. We guide them through the process and continually monitor their progress to ensure they remain on track. With vast experience and knowledge of investments, planning, taxation, and accounting*, we aim to address each client’s entire financial picture, providing education, guidance, and transparency.  

 

About HD Vest Financial Services®

Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial services including securities, insurance, money management services, and banking solutions. Ranked as one of the top 20 independent broker-dealer firms2, with 4,600 independent contractors managing over $37 billion in assets for individuals, families and small businesses in all 50 states.3

1”Premium Advisors” are defined as HD Vest Advisors with over $100,000 in rolling gross production.

2Think Advisor 2015 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.

2As of January 1, 2016

 

HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name.

Securities offered through HD Vest Investment ServicesSM, Member: SIPC, Advisory services offered through HD Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, (972) 870-6000

CHARLENE E. WEHRING HONORED AT HD VEST’S PREMIER ADVISORS’ FORUM

Annual Event Brings Together HD Vest’s Top 75 Performing Advisors from Across the Nation



Bellville, TX—August 7, 2014—Charlene E. Wehring, based in Bellville, TX, was recognized by HD Vest at its recent Premier Advisors’ Forum as one of HD Vest’s most successful Advisors.



Headquartered in the Greater Dallas, Texas, area, HD Vest is a leading independent broker-dealer focused on empowering holistic financial advice that encompasses wealth management solutions.



The Premier Advisors’ Forum is an annual event thathonors HD Vest’s top 75 performing Advisorsfrom across the country and brings togetherthe firm’s senior executives and leading financial industry educational partners.



As part of the Premier Advisors’ Forum, which took place at Four Seasons Resort, The Biltmore in Santa Barbara, CA, from July 21-24, Charlene joined with other leading HD Vest-affiliated Advisors in educational meetings and networking events, along with an awards ceremony and dinner.



Charlene said, “It was an honor to attend Premier Advisors’ Forum. I found the event to be a great resource for networking with peers from around the country and to meet firsthand with HD Vest executives, while also learning from industry experts in the field.”



Roger Ochs, President and CEO of HD Vest, said, “Every year I look forward to our Premier Advisors’ Forum and the opportunity to meet with our most successful Advisors and personally congratulate them. Their ongoing commitment to their clients and to their profession truly sets them apart. Their excellence in client service is an inspiration for other Advisors in our firm, and indeed, throughout the financial industry.”



About HD Vest Financial Services®

HD Vest is a leading, privately-owned independent broker/dealer empowering the delivery of holistic and objective financial advice through a network of Advisors whose roots began and continue as tax professionals. HD Vest provides tailored training, practice management support, turnkey asset management solutions and comprehensive technology platforms to nearly 5,000 trusted independent Advisors across all 50 states, as well as facilitating opportunities to share best practices and obtain peer group mentoring. The firm is ranked number 20 in Financial Planning magazine’s 2013 list of top independent broker/dealers across the nation. HD Vest is headquartered in the Greater Dallas area, in Irving, Texas. For additional information, please visit www.hdvest.com.


 

HD Vest Financial Services® is the holding company for the group of companies
providing financial services under the HD Vest name.
Securities offered through HD Vest Investment ServicesSM, Member SIPC

Advisory services offered through HD Vest Advisory ServicesSM

6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 (972) 870-6000