When tax clients want personalized financial assistance, they can now turn to an H&R Block financial advisor. HRBFA financial advisors, like H&R Block tax professionals, are committed to helping clients achieve their financial objectives.

“I’ve had several clients say they left other financial services firms because their investment wasn’t large enough toguarantee them an individual advisor.

They called a general number; one day they might talk to someone in New York, the next time they might talk to someone else in Florida or Los Angeles. They love that with H&R Block, regardless of how much money they have, they work with their own financial advisor,” says Bruce Allen, a senior tax advisor from Chicago.

	"I love working with different people and determining the best way to help them. Offering sound advice opens up a line of communication and trust."
	Denice Oliver | financial advisor, HRBFA| Heights, Mich. | associate since 2000

H&R Block serves middle Americans who are often neglected by other large financial services companies. “There are millions of people who feel shut out of the financial services world. The collaboration of our tax, financial advice and mortgage services truly empowers clients to achieve their financial goals,” says Doug Barnard, an HRBFA assistant vice president and regional manager based in Blue Springs, Mo.

The Express IRA program, launched nationally this year, introduced many tax clients to HRBFA. “Express IRAs attracted clients who didn’t know about Block’s financial services before,” says Jeanné Wright, a business analyst at HRBFA’s Investor Center in Kansas City, Mo. “Clients already trust H&R Block, so using HRBFA is natural. They think, ‘I trust them to do my taxes, so I’ll also trust them to invest my money.’”

Financial advice is a natural extension of the relationship clients have with their tax professional. “It’s an easy transition taking tax clients into financial advisory relationships. And we’re starting to see that referrals are working both ways. Clients who are HRBFA clients first can become interested in Block’s tax services, too,” says Tim Targett, a franchisee who is a tax professional financial advisor.

The referral system between HRBFA and H&R Block tax services has grown stronger as tax professionals and financial advisors (FA) build stronger relationships, says Steve Wiedemann, a financial advisor from Laguna Hills, Calif. “Financial advisors respect the client relationship in the same way that H&R Block tax professionals do.”

“We value the relationships that tax professionals have nurtured. Our goal is to extend that relationship with financial services,” says Tom Bachman, vice president and regional manager, HRBFA, also from Laguna Hills. “To be successful, FAs must keep a client-centered focus.”