Services
Services
Professional Financial Services
Our wealth management firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Specialized comprehensive wealth management services include: Tax Planning, Retirement Planning, Legacy Planning, Education Planning, Business Planning, Special Situations Planning (Weddings, Disability Planning, etc.), Risk Management Planning, Investment Planning, and Debt & Cash Flow. Please contact us for more detail on each focus area.
9 Wealth Management Objectives and Sample Goals We Accomplish
Retirement Planning
Retirement Plan Coordination
Retirement Income Projections
Social Security Planning
RMD Coordination
Traditional & Roth IRA Planning
Education
Education Planning
529 Plans & Strategies
Education Savings Accounts
Pre-paid College Plans
Private School Tuition Funding
Business
Accounting Services
Payroll Reporting Services
Payroll Planning & Compliance
Forming and LLC, Inc, LP, LLP
Benefits Planning & Services
Special Situations
Weddings
Disability Planning
Vacations or Travel
Divorce Planning
Feeling Financially Secure
Risk Management
Insurance Review
Life Insurance Planning
Disability Insurance
Home, Auto, Umbrella Insurance
Health Insurance
Investments
Portfolio Management
Portfolio Rebalancing
Portfolio Consulting
Tax Loss Harvesting
Tax Smart Investing
Debt & Cash Flow
Budgets & Apps
Debt Reduction
Credit Review
Credit Planning
Buying a Home
Investments
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Financial Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
brian@hfgcpas.com|619-631-7731