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HFM PREMIUM FINANCIAL SERVICES

BUILT TO PROVIDE A
360° PERSPECTIVE

for you to reach your financial goals

Our goal is to help you reach yours

HFM’s premium services are built to provide you with a 360° perspective for your financial journey.

  • HFM360° | Financial Planning + Investment Management
  • HFM180° | Personalized Investment Management
  • HFM90° | Automated Investment Accounts
  • HFM60° | Focused Topic Planning Session
  • Need help selecting a premium HFM service? Talk with a member of the HFM Team to see which is right for you. >>

    Our goal is to help you reach yours

    HFM’s premium services are built to provide you with a 360° perspective for your financial journey.

    • HFM360° | Financial Planning + Investment Management
    • HFM180° | Personalized Investment Management
    • HFM90° | Automated Investment Accounts
    • HFM60° | Focused Topic Planning Session

    Need help selecting a premium HFM service? Talk with a member of the HFM Team to see which is right for you. >>

    HFM Advistors - 360 degree

    HFM360° | FINANCIAL PLANNING + INVESTMENT MANAGEMENT

    For individuals looking for holistic guidance on their overall financial picture and investing from a dedicated advisor.

    • Relationship with your CFP®and Client Service Team
    • All the benefits of HFM180°Investment Management, plus:
    • Goal setting & financial planning
    • Retirement lifestyle planning
    • Tax coordination & estate planning
    • Cash flow analysis & spending support
    • Insurance analysis
    HFM Advistors - 180 degree

    HFM180° | PERSONALIZED INVESTMENT MANAGEMENT

    For individuals looking to build a long term investment management relationship with a dedicated advisor.

    • Relationship with your CFP®and Client Service Team
    • Ongoing coaching to help you stay disciplined and avoid costly mistakes
    • Custom portfolio aligned with your goals and risk tolerance
    • Evidence-based investing philosophy
    • Portal that allows you to connect all your financial accounts to see your total picture in one place
    • Annual Review to evaluate your progress and adjust for life transitions
    • Timely content, webinars, and events to help you stay on track
    HFM Advistors - 90 degree

    HFM90° | AUTOMATED INVESTMENT ACCOUNTS

    For individuals that have a plan and are ready to start investing on a tech-enabled, automated platform.

    • Evidence-based investing philosophy
    • Goal-based smart platform
    • Automatic account rebalancing
    • Easy to use app & portal with 24/7 access
    • Basic investment account with no minimums
    HFM Advisors - 60 degree

    HFM60° | FOCUSED TOPIC PLANNING SESSION

    For individuals that need help on a specific area of their finances and want a CFP® to provide custom advice and a plan.

    • Personalized guidance from a CERTIFIED FINANCIAL PLANNER™
    • Custom actionable recommendations
    • Session options include:
      • Personal Finance Foundations
      • Retirement Planning
      • Saving & Investing Strategy
      • Student Loan Strategy
      • Social Security Strategy
      • Major Purchase Planning
      • Navigating a Life Event

    Need help understanding which premium service is right for you?

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