INVEST IN A CUSTOMIZED PORTFOLIO FOR
YOUR NEEDS, GOALS AND DREAMS
- Our platform that will fuel your financial strength is based on:
- Your Budget (No matter how tight.)
- Your Goals (Short term and/or long.)
- Your Comfort Level (The level of investment you’re comfortable making.)
Your Convenience (Adjust investments when, where and how
you want it.)
- Our Knowledge (Professional Financial Advisors managing your customized portfolio.)
Chances are you have a 401K at work because you’re the type of person who wants to live as well in retirement as you do during your earning years.
But retiring well is not your only goal. Your life is bigger than that.
HFM Ignite meets you where you are and helps you get to where you want to be…short term and long.
With customized investment options plus objective financial management without the high custom costs, you can achieve what you’ve set out to do.
Features Our Clients Like:
- Easy-to-open account with no minimum requirements.
- Completely digitized platform with 24-7 access to your dashboard.
- Make investments based on your timeline and budget. Professional and personalized financial advice.
- Easy to schedule and structured to pay only when you need it.
Identify Your Goals
Think about what you want to achieve over the course of time. Here are just a few things your investments will support.
- Pay off college debt early.
- Plan for a wedding.
- Save for a house. Save for a shore house.
- Put money away for your kids’ education.
- Fund your bucket list.
- Establish or supplement your retirement savings.
Open an Account
This is the easy part. Simply SIGN UP HERE and establish your account. There are no upfront costs and your account will be ready when you are.
The step-by-step process will prompt you with questions about your needs and goals to establish the right dashboard features to service your account.
I Have Setup Questions
Talk to us first. During this no-cost, 15-minute phone call we walk you through the setup process and answer your initial questions.
SET UP A NO-COST 15-MINUTE SESSION
SET UP NOW!
I Need Advice
For advice on how to achieve any one of these goals, this is where the HFM Ignite program is different and cost effective. Once HFM Ignite advisor meets with you and learns about your financial goals, we will provide you with recommendations on the appropriate types of accounts and portfolio allocations.
Session Cost - $247.
SCHEDULE A SESSION
Not sure what to do next?
You think you may be ready to open an account, but you have a few questions.
Frequently Asked Questions
What type of account should I open?
There are a number of different types of investment accounts and – depending on your situation – one may be better than another. If you’re unsure which may be best for you, we encourage you to schedule a complimentary 15-minute phone call with a HFMignite Advisor, so that we can better understand your situation.
Are there any fees to investing?
The annual fee is 0.60%. This fee covers your HFM Ignite and Betterment’s digital platform fee.
Where do I view my accounts?
Download the Betterment app on your phone or tablet to access your account(s) anywhere, anytime. To sign in and view your account(s) through a web browser, click here.
How do I contribute to my account(s)?
Making deposits is as easy as logging in and linking your bank account. Once you’ve verified your banking information, you can then make lump-sum deposits whenever you like. You can even setup recurring deposits to automate your contributions to occur weekly, bi-weekly, monthly, etc.
How are my account(s) invested?
Your portfolio is created and managed using Nobel Prize-winning financial research that doesn’t rely on any manager’s prediction of the future, stock-picking, or market-timing. You’ll be invested in low-cost mutual funds and ETFs that provide broad global diversification.
What if I want to meet and address multiple financial planning topics?
We’ve found that our time together is best focused on your highest priority planning item. If you want to address some or all financial planning areas – depending on your situation – it may make sense for you to review our full suite of planning options.