We believe our value as advisors is our approach to investing and financial planning. It is centered around ongoing coaching and discipline through life’s transitions to help keep you on track-not dependency on the state of the markets, making forecasts or predicting the future. No one can do that. We immediately address any investment weaknesses by prudently aligning your portfolio – which is the heart of your financial plan-and develop lifelong strategies to guide you to reach your goals. Our purpose is to build a community of educated investors who are ready for whatever life throws their way.
Our R.I.C.H process symbolizes the ethics, discipline and clearly defined investment philosophy we pledge to every single client.
We listen to your concerns and become your go-to expert, sounding board, listener, teacher and coach throughout our relationship. We get to the root of all your issues and respond to your needs.
We have built long-term relationships with our clients into a growing community of educated investors with a high level of peace of mind.
Our role is not to make decisions for you, but to regularly help you develop and understand your investment strategy and its impact on your long-term financial well-being.
At HFM we work individually with clients to create their own unique strategy, comprehensive action plan and personalized web portal to help them through life’s inevitable transitions. Whether you are in retirement, an executive or business owner approaching retirement or just beginning to dream about your family’s future we can help you with investment management strategies or with a financial plan.