Broker Check

 Travis Terry, CPA     (603) 898-2511

HD Vest Videos

You’ve likely seen the HD Vest logo or name around your Advisor’s office or on their materials, and you may be wondering: who is HD Vest? This video that explains who HD Vest is and how they support us both as part of the HD Vest family.


Being part of the HD Vest family means receiving comprehensive, holistic advice from your trusted Advisor. In this short five-minute video, you’ll learn important concepts about what you’ll receive through a fee-based relationship, including the 8 Wealth Management Issues® and asset allocation.


You may ask,what is tax alpha? It's the value that is added to a client's financial plan by optimizing sound tax strategies. If "alpha" is the return generated by an advisor's skill in picking and managing investments, then "tax alpha" protects that return and generates a boost by making sure that taxes don't eat away more of a client's wealth than absolutely necessary. HD Vest Advisors deliver tax alpha through their ability to gain insights from your taxes and leverage that information to provide you with a holistic view of your financial plan.


Welcome to another installment of Tax Alpha. This time around we’re going to dig a little deeper into 529 Plans. One of the hardest parts of financial planning is balancing conflicting goals and needs, and this is rarely more evident than when it comes to planning for your children's college expenses.


Welcome to another installment of Tax Alpha. We’re going to dive into how you can choose tax - savvy retirement plans for your small business. Get started exploring which retirement plan best fits your specific circumstances.


Welcome to another installment of Tax Alpha. This time around we’re looking at what you can do when your estate is largely tied up in a single asset.


Welcome to another installment of our Tax Alpha Video Series. This time around we’re focusing on one particular “gotcha” that can wreak havoc with a Roth IRA conversion...


Welcome to another installment of our Tax Alpha Video Series. As taxpayers approach year end, they may be thinking about tax-loss harvesting, which can be a great way to offset capital gains.


One of the advantages of working with our firm is that we believe in a holistic approach to financial advice, starting with your tax return. The tax information on your Form 1040 provides a wealth of valuable information. Ask us today about receiving your complimentary customized report and leveraging our expertise to provide you with a “1040 Advantage.”


The V4 Client Experience is a unique, indispensable, and repeatable process that enables us to offer our clients ongoing personalized financial services through four cohesive steps. Using this proven process allows us to provide our clients with a repeatable experience every year, starting with their 1040 tax data, because individuals’ wealth management needs, family dynamics and goals are constantly evolving.

As taxpayers approach year end, they may be thinking about tax-loss harvesting, which can be a great way to offset capital gains.


Tax season can be a great time to discuss financial planning, because a tax return offers a lot of clues to financial well-being – if you ask the right questions. Learn how to reap the benefits.


Couples looking to tie the knot need to have serious conversations about finances. Learn what questions your clients should be asking before walking down the aisle.


No matter how well-prepared a couple is, some marriages will end in divorce. In the emotional turmoil of a divorce, it’s easy for clients to lose track of the impact of a divorce on their finances.


Being able to afford retirement and being ready to retire are two entirely different things. Learn the top three questions that prospective retirees need to consider in order to make their time after retirement that much better.