facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

OUR BLOG


4 Simple Steps to Help Understand the Transition to a New 401(k) Recordkeeper Thumbnail

4 Simple Steps to Help Understand the Transition to a New 401(k) Recordkeeper

Change can be exciting but is sometimes stressful. However, transitioning to a new 401(k) recordkeeper shouldn’t be a taxing experience. In this article, we’re going to talk step-by-step through the events that may take place and provide inside knowledge about what to expect, so there are few surprises for you. With our clients, we have found that when they are properly prepared for the events ahead, everyone experiences a smooth recordkeeper transition process.

Read More
2022 Annual Coat Drive  Thumbnail

2022 Annual Coat Drive

Our mission to provide a coat to every man, woman and child in need continues! The HFM Investment Advisors' Annual Coat Drive will start on November 15 and last until January 15.

Read More