Lynn A. Schmidt Attends Leading National Industry Conference for Independent Financial Advisors

WINTER HAVEN, Fla. - June 25, 2015 - PRLog -- H.D. Vest Advisor Lynn A. Schmidt of Winter Haven recently attended CONNECT2015, HD Vest’s annual national conference. HD Vest Investment Services^SM, the leading independent broker-dealer empowering holistic wealth management-based investment services, hosted over 1,600 participants as part of CONNECT2015, which took place in Dallas, TX, from June 16-19, and featured a unique focus on supporting independent advisors who integrate tax solutions with financial planning services.

CONNECT2015 included a thought-provoking line-up of speakers, highlighted by industry experts and noted commentators such as President George W. Bush, and provided one-of-a-kind opportunities to network with thought leaders from across the industry. The event also included interactive educational workshops and breakout sessions, as well as the opportunity to meet with 125 financial product firms and exhibitors to discuss some of the latest ideas encompassing a wide range of practice management and wealth management solutions.

Not only has Schmidt been a financial advisor with H.D. Vest since 1997, but she is also a wealth management advisor and Certified Tax Coach.  As the founder of Lynco Financial & Tax Services, Inc., Lynn Schmidt has over three decades of experience with saving her clients’ tax dollars.  She brings degreed accounting experience to her clients along with accreditation as an Enrolled Agent – a federally licensed tax professional.  She is also an insurance agent, Certified Fund Specialist, Certified Senior Advisor and Accredited Retirement Advisor.

“It was an honor to attend CONNECT2015. I found the event to be an invaluable resource for networking with peers from around the country and, perhaps most importantly, to learn firsthand from HD Vest executives and industry experts regarding best practices related to the successful integration of sound tax and investment advice into one wealth management solution aimed at helping our clients pursue their long-term financial goals.  This conference also helped me with my personal goal, which is to help clients ‘keep more of what they make and save more of what they keep’,” said Lynn A. Schmidt.

About HD Vest Financial Services

Since its inception in 1983, HD Vest Financial Services^® has supported an independent network of tax and non-tax professionals who provide comprehensive financial services solutions including securities, insurance, money management services, and banking solutions. Ranked as one of the top 20 independent broker-dealer firms,¹ we know what it takes to make your practice really flourish. Approximately 4,500 independent contractors manage over $37 billion in assets for individuals, families and small businesses in all 50 states.<sup>2

1</sup>Investment Advisor 2014 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.

²As of January 1, 2015

*Subject to appropriate licensing. Not all HD Vest Advisors are licensed to offer all products or services, including investment advisory or financial planning services.

HD Vest Financial Services^® is the holding company for the group of companies providing financial services under the HD Vest name. HD Vest Investment Services^SM does not provide tax or legal advice. Investors should consult with their tax or legal advisor regarding their specific situation.

*Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory services offered through HD Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 (972) 870-6000

*Lynco Financial & Tax Services, Inc. is not a registered broker/dealer or independent investment advisory firm.