Author Archives: HFM Advisors


Webinar Wednesday- Third Quarter Recap

Wednesday October 23, 2019 12:00 PM
 

Watch our webinar from where its most convenient!

Topic: Where do my returns come from? Learn what your account statement tells you and how it relates to the “markets” around the world. Hear from our own Jason Gabrieli, CFP and Investor Coach on how all the world markets performed in the first quarter (Q3) of 2019. We will begin with a global overview then feature the returns of stock and bond asset classes. There will be time for Q&A. Get ready to learn!

Join the Meeting:
On the Computer-Click Here to join the webinar 5 minutes before the start time.

Click “Open Zoom Meeting” and follow directions to download the application if you have never participated in a zoom (webinar) meeting.

On Smart Phone:

Click https://zoom.us/j/3680871559 and download the Zoom App. It will link to the meeting afterwards

To Join the Audio Conference: Dial by your location

+1 646 876 9923 US (New York)

+1 669 900 6833 US (San Jose)

Meeting ID: 368 087 1559

NO RSVP Required!

Approximately 30 minutes.

Event Types: 

RSVP Now!

Event Types:


Webinar Wednesday- Third Quarter 2019

Schedule Varies 12:00 PM

Watch our webinar from where its most convenient!

Topic: Where do my returns come from? Learn what your account statement tells you and how it relates to the “markets” around the world. Hear from our own Jason Gabrieli, CFP and Investor Coach on how all the world markets performed in the first quarter (Q3) of 2019. We will begin with a global overview then feature the returns of stock and bond asset classes. There will be time for Q&A. Get ready to learn!

Join the Meeting:
On the Computer-Click Here to join the webinar 5 minutes before the start time.

Click “Open Zoom Meeting” and follow directions to download the application if you have never participated in a zoom (webinar) meeting.

On Smart Phone:

Click https://zoom.us/j/3680871559 and download the Zoom App. It will link to the meeting afterwards

To Join the Audio Conference: Dial by your location

+1 646 876 9923 US (New York)

+1 669 900 6833 US (San Jose)

Meeting ID: 368 087 1559

NO RSVP Required!

Approximately 30 minutes.

Event Types:


Making Heads or Tails of Your Quarterly Statements

Tuesday October 29, 2019 6:30 PM
 

Workshop Highlights:

Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.

  • Matson Money Statements
    Learn what those quarterly, colorful performance graphs & charts actually mean
  • Schwab Statements
    Will will also review the monthly statement from your Custodian Charles Schwab.
  • TCA Statements
    If you have a TCA account we will review the transaction statement in detail.

Held in the HFM Conference Room in our Glassboro Office on Rowan Blvd.

Approx. 90 minutes.

RSVP Now!

Event Types:


Making Heads or Tails of Your Quarterly Statements

Thursday October 24, 2019 9:30 AM
 

Workshop Highlights:

Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.

  • Matson Money Statements
    Learn what those quarterly, colorful performance graphs & charts actually mean
  • Schwab Statements
    Will will also review the monthly statement from your Custodian Charles Schwab.
  • TCA Statements
    If you have a TCA account we will review the transaction statement in detail.

Held in the HFM Conference Room in our Glassboro Office on Rowan Blvd.

Approx. 90 minutes.

RSVP Now!

Event Types:


A must read-especially within 5 years of retirement

 

If you’re within 5 years of retirement, there are a handful of easy “thought exercises” you must do that can make or break your retirement plans.The problem is, many people put them off, thinking, “I’ll get to that later … it doesn’t matter right now.” Years later, they finally make the time to address them because they have no choice. By then, it’s often too late. Don’t fall into that trap.

Here at HFM we’ve found there are 3 essential pillars to a successful retirement plan.The sooner you address these 3 pillars, the better prepared you’ll be for a successful retirement. We put together this quick checklist and guide that we highly recommend you read.

Download your copy for free by clicking HERE to get our PDF of The 3 Pillars of Successful Retirement Plans: A Simple Checklist to Kick-Start Your New Work-Free Life

Here’s a taste of what’s inside:

  • Learn the 24 critical questions you need to ask yourself
  • Uncover commonly overlooked “blind spots” from your current retirement plan
  • Discover the steps you need to take during the years leading up to your work-free life!

We hope that this quick read sparks an “aha!” moment to help you craft a truly enjoyable retirement lifestyle. Remember, the sooner you prepare, the better positioned you’ll be for retirement. Go through it by yourself or with your loved ones.


Welcomed New Additions to the HFM Team!

As our HFM client family grows so does our employee family. Our goal is to consistently provide our clients with compliant top-notch service. With that in mind we want to introduce you to a few new team members that you may encounter the next time you contact our office with a question or to discuss your 401(k) plan.

 

 

 

 

 

 

 

Introducing…
Michelle Dillman

 

Client Services Assistant

A key department at HFM is our servicing department. The servicing team takes pride in providing efficient, compliant, fast turnaround for any assistance clients may need with their accounts. Michelle is a welcomed addition to our client servicing team. Michelle will assist Roxanne McGee our Client Services Coordinator. Together they will answer all client questions and make sure the t’s are crossed and the i’s are dotted.  One of our values as a financial advisor is to set our clients on a path to achieve their goals. As life unfolds change is inevitable, and clients’ plan, accounts, beneficiaries, RMDs, etc. may need revisions based on those changes.  Our Client services team is at the ready for all our clients needs. Michelle can be reached at mdillman@HFMadvisors.com

 

 

 

 


Caitlin Ege
Retirement Plan Associate

Caitlin is the “point person” for all things 401(k), Caitlin works to ensure our Plan Sponsors and participants receive the highest level of service. Whether it is scheduling participant workshops, sharing educational information with participants on the importance of saving for retirement, encouraging participants to use a budgeting tool or arranging for a plan sponsor to meet with an advisor, Caitlin helps to protect plan sponsors, guide positive participant outcomes and unify the client’s service team. She can be reached at cege@HFMadvisors.com or dial her direct at 856 302-7041.

 

 

 

 

 

 

 

Liz Roth
Administrative Assistant

The next time you call or visit our office you will no doubt meet our newest employee Liz Roth. Liz is responsible for supporting every aspect of our office and will help it to run smoothly. As you can imagine, an efficiently running office needs someone who fills in the gaps, pays attention to the details and ensures our service levels are reached. Liz will be the voice on the other end when you call our office and will happily answer your question or get you to the right team member who can. She can be reached at lizroth@HFMadvisors.com or 856 232-2270.

 

Again, we are excited to welcome our new team members to the HFM Family!


Making Heads or Tails of Your Quarterly Statement- ONLINE- RSVP Required

Wednesday April 24, 2019 6:30 PM

Workshop Highlights:

Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.

  • Matson Money Statements
    Learn what those quarterly, colorful performance graphs & charts actually mean
  • Schwab Statements
    Will will also review the monthly statement from your Custodian Charles Schwab.
  • TCA Statements
    If you have a TCA account we will review the transaction statement in detail.

Held ONLINE at the convenience of your home or favorite coffee shop! Have your statements available.

Join the Meeting:
On the Computer-Click Here to join the webinar 5 minutes before the start time. Click “Open Zoom Meeting” and follow directions to download the application.

On Smart Phone:

Click https://zoom.us/j/3680871559 and download the Zoom App. It will link to the meeting afterwards

To Join the Audio Conference: Dial by your location

+1 646 876 9923 US (New York)

+1 669 900 6833 US (San Jose)

 

Meeting ID: 368 087 1559

Approx. 90 minutes.

Event date is past

Event Types:


Meet our newest Investor Coach!

 

HFM Investment Advisors, LLC expanded its growing firm with the recent hiring of Catherine Allen-Carlozo, CERTIFIED FINANCIAL PLANNER.

Allen-Carlozo is an experienced financial professional, serving clients needs for more than 30 years. She joined the firm in late, 2018.

“I have been impressed with Catherine’s integrity and intelligence for a quite a long time. Her reputation, the genuine relationships she has with her clients and her stick-to-it-iv-ness are all virtues we value here at HFM,” said Michael Pallozzi, president the firm located in Glassboro, NJ.

Allen-Carlozo serves clients, many of whom are women growing or reclaiming their independence from a divorce or loss.

“At this moment in their lives, many of my clients want more than a snapshot view of their financial picture. It is my passion and goal to change the conversation about personal finance for women and help them experience lasting financial freedom. The culture Mike has established at HFM allows me to do that,” Allen-Carlozo said.

HFM Investment Advisors, LLC is an independent, fee-based investment management and financial planning firm that empowers our clients through coaching and discipline to reach a higher level of investing peace of mind. The firm has served clients South Jersey and the Greater Philadelphia region since 1989.

 


Making Heads or Tails of Your Quarterly Statement- Offsite in Marlton- Cancelled

Wednesday May 1, 2019 10:00 AM

Workshop Highlights:

Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.

  • Matson Money Statements
    Learn what those quarterly, colorful performance graphs & charts actually mean
  • Schwab Statements
    Will will also review the monthly statement from your Custodian Charles Schwab.
  • TCA Statements
    If you have a TCA account we will review the transaction statement in detail.

NEW LOCATION- Held in the American Executive Conference Center, 10000 Lincoln Dr. East Suite 201, Marlton, NJ. 08053

Approx. 90 minutes.

Event Types:


Making Heads or Tails of Your Quarterly Statement- Glassboro Office

Tuesday July 30, 2019 6:30 PM

Workshop Highlights:

Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.

  • Matson Money Statements
    Learn what those quarterly, colorful performance graphs & charts actually mean
  • Schwab Statements
    Will will also review the monthly statement from your Custodian Charles Schwab.
  • TCA Statements
    If you have a TCA account we will review the transaction statement in detail.

Held in the HFM Conference Room in our Glassboro Office on Rowan Blvd.

Approx. 90 minutes.

Event date is past

Event Types: