Products & Services
We offer a competitive and comprehensive array of products available for your clients. No matter how simple or complex your clients' planning needs may be, you have access to products and services best suited to meet their financial objectives.
Fee-Based Programs
H&R Block Financial Advisors offers three different fee-based programs. Our Professionally Managed Account Program provides clients with customized and professional investment advisory services. It gives your clients access to select mutual funds and exchange-traded funds (ETF's) through one fee-based program, as well as professional tax preparation services from H&R Block.*
Our Premier Advisory Account offers an investment account with cash management features that combines personal financial services from H&R Block Financial Advisors with H&R Block tax services for one asset based fee.
The Smart Solutions® Account gives your clients the benefits of a diversified mutual fund investment portfolio in a single investment advisory account.
Retirement Accounts
We offer a variety of tax-advantaged retirement accounts to suit the needs of your individual and business clients. We provide support and account administration for IRAs, including SEP and SIMPLE IRAs, Profit Sharing, Money Purchase Plans, and 401(k)s.
Education Savings Plans
You'll have access to a wide array of investment products for you clients' education planning needs. These include 529 College Savings Plans, Coverdell Education Savings Accounts (ESAs), Uniform Gift to Minors Accounts (UGMAs) and Uniform Transfer to Minor Accounts (UTMAs).
Fixed Income Securities
We offer a full range of fixed income products and services to help you meet your clients' goals. With the support of our fixed income strategists you can provide you clients access to U.S. Treasury/agency securities, municipal and corporate bonds, mortgage and preferred securities, unit investment trusts (UITs),equity and fixed income trusts, and certificates of deposit (CD's).
Equities and Mutual Funds
Our Trading Desk offers you access to stocks listed on all of the major U.S. exchanges and over-the-counter markets, as well as other equities like Foreign Ordinary Shares/ADRs. We offer you thousands of mutual funds from the most respected names in the business. Our Investment Management team can help you sort through the multitude of stock and mutual fund offerings.
Annuities
We have selling agreements with many nationally recognized variable, fixed and indexed annuity partners, you'll have the ability to offer a variety of choices for your clients' portfolios. Plus, our convenient web-based software AnnuityNet, makes processing new applications and additional payments simple and fast.
Insurance
Insurance products and services are provided through our brokerage agreements with Capitas Financial and BISYS. Capitas Financial provides you with access to point-of-sale support for life, long-term care and disability income insurance. Financial advisors who prefer a web-based platform and phone support can sell life, long-term care, and disability income insurance through BISYS, plus group life and disability insurance through a selection of carriers.
Alternative Investments
We offer alternative investment options such as 1031 exchanges and managed futures.
Tax and Mortgage Services
At H&R Block Financial Advisors, you can offer your clients an experience other firms can't. Tax and mortgage services are available to your clients - offering you the potential for additional fee revenue. Services include tax preparation and advice for individuals and business owners, as well as a variety of home loan products at competitive rates.
* Certain restrictions apply.