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EILEEN H. LAW ATTENDS HD VEST FINANCIAL SERVICES® ELITE RETREAT NETWORKING CONFERENCE
Attendance at Qualifying Event Reflects Individual Commitment to Building a Client-focused Practice
Eileen Law, a financial services professional in Nederland, TX recently attended the Elite Retreat conference hosted their broker/dealer, HD Vest Investment ServicesSM. HD Vest is a leading independent broker/dealer, empowering holistic tax and wealth management-based financial advice through a network of independent Advisors across the country. As a top Advisor, Eileen Law qualified to attend the conference in Palm Beach Gardens, Florida with over 200 Advisors, November 4-7.
HD Vest Elite Retreat is a networking and learning event for premium Advisors focused on peer-to-peer idea sharing. Attendees participated in interactive share shops, heard informative sessions led by the
HD Vest executive leadership team and keynote speakers. The goal of Elite Retreat is to explore ways to create a unique, indispensable and repeatable process to offer clients ongoing personalized financial services.
“It was an honor to qualify for and attend HD Vest’s Elite Retreat, where I had the opportunity to hear from the HD Vest leadership team about new resources I can to leverage to better assist my clients,” said Eileen. “I also discussed with my peers what clients are looking for and ways I can meet their needs not only today, but well into the future.”
Roger Ochs, President & CEO of HD Vest, said, “We were pleased to host Eileen Law at our 2014 Elite Retreat Conference in Palm Beach Gardens. This is an event our top Advisors look forward to each year as they share a common commitment to providing their clients with top of the line service starting with taxes, defining and prioritizing wealth management issues, creating a plan and then bringing that plan to life. They have all shown enormous initiative in continuing to develop themselves professionally, learn from others in our industry and share their own experiences to work toward a common goal.”
Eileen Law has been an Advisor with HD Vest since 2004. She has an office in Nederland, TX, since 1994. Eileen graduated from Lamar University with a degree in Accounting in 1987 and received her Certified Public Accounting license in 1989. She has over 26 years of public accounting and investment experience.
Eileen serves the needs of individuals, corporations, partnerships, trusts, estates and foundations providing traditional brokerage accounts, fee-based managed accounts, private money management, individual and business retirement plans, education planning, stocks, bonds, mutual funds, life, disability and long-term-care insurance, variable and fixed annuities, multigenerational estate planning, comprehensive tax reporting, online account access, check writing and debit cards, account consolidation and systematic investment plans.
About HD Vest Investment ServicesSM
HD Vest Investment Services is a leading, privately-owned independent broker/dealer empowering the delivery of holistic and objective financial advice through a network of Advisors whose roots began and continue as tax professionals. HD Vest provides tailored training, practice management support, turnkey asset management solutions, and comprehensive technology platforms to nearly 5,000 trusted independent Advisors across all 50 states, as well as facilitating opportunities to share best practices and obtain peer group mentoring. The firm is ranked number 20 in Financial Planning magazine’s 2013 list of top independent broker/dealers across the nation. HD Vest Investment Services is headquartered in the Greater Dallas area, in Irving, Texas, and is wholly owned by HD Vest Financial Services. For additional information, please visit www.hdvest.com.
HD Vest Financial Services® is the holding company for the group of companies
providing financial services under the HD Vest name.
Advisory services offered through HD Vest Advisory ServicesSM
6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 (972) 870-6000
I am working with our team on the Financial Services division to be able to do a lot of tax planning seminars during the year. We will be looking at the new tax laws to see where we can take advantage of any and all tax strategies to help you keep more of your hard earned dollars and help you file for the largest refund that is available to you.
-1040 EZ is $175 without an appointment
-1040 A is $200 without an appointment
-1040 Long Forms start at $225 without an appointment
*Appointments are scheduled for 15 minutes. There will be an additional $50 fee for a 15 minute appointment. If you need more than 15 minutes it will be an additional $50 for every 15 minutes.
*Goosehead and LFS clients will receive a $25 discount on their fee
*Earned Income recipients will not receive their refund until 2/15/17 due to the IRS reviews.
The more organized your are, the lower your 1040 rate will be.
OUR OFFICE DOES TAKE CREDIT CARDS
As most of you know, we now have THREE separate companies!
Law Financial Services has been split from the CPA division to handle all of your financial needs. Eileen holds a Series 7, 63, and 65 securities licenses, Texas Property & Casualty and Health & Life Insurance licenses and has her Personal Financial Specialist Credentials from the American Society of CPAs. She has over 15 years of licensed investment experience. Amanda is full time in this division and has a Paralegal Degree from Lamar Port Arthur along with Series 6 and 63 securities licenses. She has been with the firm for 14 years.
The Law Insurance Agency is ready to help you with your health, life and Goosehead Insurance is able to assist you with your home and auto insurance needs! Cheryl Reading holds a Property & Casualty Insurance license.
On the CPA division, Eileen is a Certified Public Accountant with 28 years of tax experience. Our accounting team is as follows: Carolyn Hale - Staff Associate , Melissa Johnson - Staff Associate & Rachel Brammer- Staff Associate.
Andrea Harris and Jill Hebert are our full time Administrative Assistants. They will be taking your tax returns as you bring them in, scheduling appointments, and helping the accountants with various tasks.
We have three admin girls: Mabry, Monica and Kimberly that assist the Administrative assistants with various task.