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.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
It may help your business be better prepared in the event of the death of a principal or key employee.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Being healthy not only makes you feel good, it may also help you financially.
Six overlooked tax deductions to help manage your tax bill.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How will you weather the ups and downs of the business cycle?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are hundreds of ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?