HR Block 2005 Annual Report Download - page 14

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JOAN COHEN >>>
Executive Vice President,
H&R Block Financial Advisors
“ We opened more than 18,000
new financial accounts this
year as a result of client
referrals from H&R Block tax
professionals.”
JOANN BURNS >>> When Joann Burns’
mother passed aw ay, she t urned t o the one
person her mot her trusted with financial
matt ers, Leslie M oss, her H&R Block t ax
professional. Moss called in Gary Kulik at
H&R Block Financial Advisors, and t ogether
they developed a tax and financial plan that
addressed Joann’s short - and long-term
financial needs while also limit ing her t ax
liability. “ There’s no way I could have gotten
through everything without their advice.
I want ed to protect what w as my mother’s,
and they w ent out of t heir way t o help me
do that .”
JOANN BURNS >>>
H&R Block Financial Advisors client
St. Louis, M issouri
12
$3.7 billion
2005
2004
2003 $2.1 billion
$2.9 billion
H&R BLOCK FINANCIAL ADVISORS
AND TAX CLIENT ASSETS
Represents H&R Block Financial Advisor clients
w ho were also H&R Block tax clients in the current
or previous year.