Welcome to Acuff Financial Services
Acuff Financial Services is a comprehensive financial services firm committed to helping you pursue long-term financial success. With expertise in tax, accounting, and wealth management we offer customized programs that are designed to seek growth, and potentially conserve your wealth by delivering an unprecedented level of personalized service.
As today's economic, financial and tax landscapes become increasingly complex, a comprehensive approach to financial planning and investment management - one that considers your entire financial picture - can lead to clearer more confident financial decisions. That's because every financial decision, from your investment choices to financing a home, saving for retirement, funding a child's education, planning your legacy, or business planning - also carry important tax implications. Making financial decisions that ignore important components of your overall financial picture can lead to unintended consequences and ineffective outcomes.
Whether you’re facing retirement, starting a business, have accounting and management needs—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk comfort zone. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Investment services are offered by Perry Acuff and Alan Bradford through their affiliation with HD Vest Investment ServicesSM. Financial planning services are offered by Perry Acuff through his affiliation with HD Vest Advisory ServicesSM.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Understanding how capital gains are taxed may help you refine your investment strategies.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Ascertaining the value of your business is important for a variety of reasons.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Making the most of surprises is a great reason to work with us.
A bucket plan can help you be better prepared for a comfortable retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
Women must be ready to spend, on average, more years in retirement than men.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate