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We serve a wide range of affluent, successful, and well educated clientele, all with unique life goals. Our clients understand the long-term balance between results and appropriate risk management of their finances. However, they often don’t have the time or desire to be involved in extensive day to day management of their finances. They prefer to spend their time enjoying their lives, with a focus on careers, traveling, leisure activities, and quality time with their loved ones. They are usually active in their churches, communities, and charitable organizations. And, most importantly, they value obtaining financial independence, with a strong desire to help their children get a good start in life.
While there is an increasing number of robo-advisors making it easier to invest, such simplified investing is only possible because you’re getting the same portfolio as thousands of other investors. At HFG, we believe our client’s portfolios should be as personalized and unique as their goals. Our trusted advisors are fiduciaries, monitoring and analyzing our client’s portfolios, working hand-in-hand with our Chief Investment Officer, enabling a tailored mix of both domestic and foreign investments providing each client a one-of-a-kind portfolio that’s aligned with their one-of-a-kind goals.
- Investment Portfolio Analysis & Management
- Asset Allocation, Reallocation & Re-balancing
- 401(k) Advising, Rollover & Monitoring
- Risk Management Review
- Mortgage Financing Consulting
- Auto & Home Purchase Consulting