Financial Management for Everyone – that’s what HFH Planning delivers. We work with people from all walks of life, at all levels of income. Whether you need help managing significant assets … are just beginning to build assets … are trying to get out from under debt … or something in between… we are here to help.
It starts with a plan.
Your financial plan from HFH will help you take a realistic look at where you are right now; how you use your money and what you have to show for it. We’ll work with you to determine your financial goals and develop a plan that will provide a roadmap to achieve them.
Everyone can benefit from smart, sound financial planning, especially from HFH. We do it in the way that truly serves our clients.
No commissions. No hidden charges. Just a fair, hourly rate.
As an HFH client, you’ll receive objective advice from seasoned professionals. We can deliver real objectivity because we earn income only from our clients – not from any brokerage firm, mutual fund company, or other investment provider.
You’ll pay an hourly fee for our time, and that’s all. We do not charge based on your assets. And we do not charge commissions or transaction fees, so there’s no bias for us to recommend any particular investment and no reason for us to encourage more activity in your account than is in your best interest. The hourly fee policy also means we pay attention to your full financial picture, vs. focusing on where the commissions and incentives are.
Your financial plan from HFH can cover:
- An objective view of your 401(k), 403(b), IRA and other retirement plans
- Tax planning
- Estate planning
- Spending and savings plans
- Recommendations of true NO LOAD mutual funds
- A cost-effective, objective review of consolidated accounts
- An asset allocation report that details the results of our review
- Anything that is in your financial best interest