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.
- 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. >>
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
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.
- 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
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?