Estate Planning Done Right

No matter how much you own, you owe it to yourself and your family to have a well-designed plan for the distribution of your assets. With good estate planning, you can minimize the costs and expenses, including taxes, which often occur with the distribution of an estate. [Learn More]

The Importance of Equitable Estate Planning

Have you considered the factors that may promote inequality in wealth transfer?   Suzanne is widowed and … [Read More]

What to Do Financially When a Spouse Dies

Steps to see that financial matters remain in good order. When a spouse passes away, the emotion and … [Read More]

7 Ways To Know If You Need An Estate Plan

Some people say they are not able to bring themselves to prepare when it comes to estate planning, or think … [Read More]

Planning for Future Health Care Costs

The usual method for estimating spending needs in retirement is to take your post-retirement household budget … [Read More]

Talking to Your Heirs About Your Estate Plan

They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, … [Read More]

HFG Wealth Management Named Top Houston-Area Wealth Management Firms & Practices

HFG Wealth Management, LLC has been named as a Top Houston-Area Wealth Management Firm & Practices as selected by Houston Business Journal. [Learn More]

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The Power of Markets

This 2-1/2 minute video explains how security prices are set—and change—based on the collective knowledge ... [View Now]

Establishing a Budget for 2018

Do you ever wonder where your money goes each month? If so, you may want to establish a budget to help you … [Read More]

 

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Asset Allocation
Investment Review Selection
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Tax Impact Analysis
Asset Transition Analysis

Copyright © 2017. HFG Wealth Management, LLC. Investment advisory services offered through HFG Wealth Management, LLC – An independent Registered Investment Advisory firm registered with the SEC. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Therefore, any information presented here should only be relied upon when coordinated with individual professional advice. [ more disclosures ]