HFM PREMIUM FINANCIAL SERVICES

BUILT TO PROVIDE A
360° PERSPECTIVE

for you to reach your financial goals

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

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

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

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

HFM360° | FINANCIAL PLANNING + INVESTMENT MANAGEMENT

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

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

HFM90° | AUTOMATED INVESTMENT ACCOUNTS

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

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.

Need help understanding which premium service is right for you?