Manufacturing VP
Steven T.
Prior to HFM, Steven had a typical financial advisory experience.
Prior to HFM, Steven had a typical financial advisory experience.
The Turning Point
What started as a casual conversation with Mike from HFM turned up a completely different approach.
HFM didn’t start with “where’s your money invested?” He asked about Steven’s family, his parents, his goals.
He wanted to know where Steven wanted to be in life, not just where his portfolio stood.
For Steven personally
What started as a casual conversation with Mike from HFM turned up a completely different approach.
HFM didn’t start with “where’s your money invested?” He asked about Steven’s family, his parents, his goals.
He wanted to know where Steven wanted to be in life, not just where his portfolio stood.
For the business and employees
Based on his personal experience, Steven introduced the HFM team to the other executives in the company. The results: 10s of thousands in fee savings from year one, plus a completely different level of service.
After they took over the 401(k) program, HFM conducted individual meetings with every interested employee.
They personally set up portals and walked people through each step. Then come back twice a year for education sessions.
And they treated everyone the same, from front-line workers to senior management.
