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1010 S. Joliet St. Aurora, CO 80012. Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Our site is filled with educational videos, artic...

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Home | Wendy Woods | nexusfinancialservices.com Reviews

https://nexusfinancialservices.com

1010 S. Joliet St. Aurora, CO 80012. Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Our site is filled with educational videos, artic...

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1

Tax Resources | Wendy Woods

http://www.nexusfinancialservices.com/tools/tax-resources

1010 S. Joliet St. Aurora, CO 80012. Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Securities offered through HD Vest Investment Services. 160;or its...

2

Tax | Wendy Woods

http://www.nexusfinancialservices.com/resource-center/tax

1010 S. Joliet St. Aurora, CO 80012. Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Learn more about taxes, tax-favored investing, and tax strategies. 1035 exchan...

3

What Is Tax Alpha? | Wendy Woods

http://www.nexusfinancialservices.com/p/what-is-tax-alpha

1010 S. Joliet St. Aurora, CO 80012. Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues. What Is Tax Alpha? You may ask, what is tax alpha? The Monthly Market Update will inform you of the current market conditions. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through HD Vest Investment Services. Advisory Services offered through HD Vest Advisory Services. 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000. The HD Ve...

4

The 8 Wealth Management Issues™ | Wendy Woods

http://www.nexusfinancialservices.com/p/the-8-wealth-management-issues

1010 S. Joliet St. Aurora, CO 80012. Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues. The 8 Wealth Management Issues. This patented process centered on eight common wealth management issues enables Advisors to help clients make the most of their money while avoiding financial pitfalls. The Monthly Market Update will inform you of the current market conditions. Check the background of your financial professional on FINRA's BrokerCheck. The HD Vest affiliated companies exclusively provide...

5

Resource Center

http://www.nexusfinancialservices.com/resource-center

1010 S. Joliet St. Aurora, CO 80012. Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. Managing your money involves more than simply making and following a budget. 160;or ...

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Home | Wendy Woods

1010 S. Joliet St. Aurora, CO 80012. Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Our site is filled with educational videos, artic...

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Brian K. Jones, CFP, MBA. Hello and thank you for visiting my website. As a financial services professional of 25 years, I offer products, services, and consulting for mortgages, financial planning, and insurance. I am also a practicing Certified Financial Planner. I look forward to helping you or your business regarding your financial services needs. Brian K. Jones, CFP, MBA.

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Homepage : Nexus Financial Solutions

Welcome to Nexus Financial Solutions. Nexus Financial Solutions is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unsurpassed level of personalized service and expertise. We look forward to hearing from you. Nexus Financial Solutions was founded with the goal of assisting our clients in every aspect of their financial lives.

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