Broker Check

David J. Fender & Associates, Inc.

Specializing in Taxation & Financial Services

 
27200 Tourney Road, Suite 250, Valencia,CA  91355    (661)753-9402

“A good plan executed now is better than a perfect plan next week.” — General Patton

What Is Tax Alpha?

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.