Plan Your Future

Features and Benefits

Experience the powerful benefits and features available with a Smart Solutions^® Account:

Choices - Diversified model portfolios offer you options that can be closely matched to your financial goals and your risk tolerance, ranging from conservative to aggressive investment portfolio strategies. We'll prepare a personalized proposal for you that focuses on your unique financial goals and summarizes your investment plan.

Expertise - Your account features professional asset allocation and quarterly rebalancing including; monitoring and review of the underlying funds in your account by a research specialist focused on portfolio management.

Access - Our low account investment minimum of $10,000 gives you full access to the features, benefits, and strategies designed specifically for the Smart Solutions Account. Plus, you'll have access to research and strategies the big investors use.

Simplicity - A competitive and flexible asset-based fee allows you to know exactly what you’re paying.*

Advice - Your financial advisor guides you though a process focused on working toward finding the right options for you. Along the way, you'll receive advice that could enhance your success as your financial goals or lifestyle change.

Our Smart Solutions Planning Tool can help you evaluate how you can work toward reaching your financial goals.

Talk to your H&R Block financial advisor, our Select Client Group, or call our Investor Center at 1-866-295-7912 to find out how a Smart Solutions Account might fit into your overall investment strategy.

Your Financial Partner
Since 1971, H&R Block Financial Advisors has been helping clients achieve their financial goals. We are a full service securities broker/dealer offering investment planning, advice, and related financial services and products, with financial advisors serving clients at offices throughout the United States. H&R Block has been building relationships with clients and earning their confidence through sound advice and service since 1955. As part of a mission to more comprehensively serve clients and to become America's tax and financial partner, the two companies joined together to fill the need for both financial and tax support. 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.

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H&R Block Financial Advisors Inc. is a registered investment adviser. Investment services and securities products offered through H&R Block Financial Advisors Inc., member NYSE/SIPC, a registered broker-dealer and subsidiary of H&R Block Inc. Tax services offered through subsidiaries of H&R Block Services Inc. H&R Block Inc. and H&R Block Services Inc. are not registered broker-dealers.

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