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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are hundreds of ETFs available. Should you invest in them?
You’ve made investments your whole life. Work with us to help make the most of them.
All about how missing the best market days (or the worst!) might affect your portfolio.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.