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Our Commitment

A great relationship is based upon a solid foundation. Our Commitment to clients clearly identifies the high level of service they can expect to receive from HFG Wealth Management.

Quality of Service
Clients are entitled to a high level of proactive, courteous service from all associates at HFG Wealth Management.

Trusted Advisors
Clients have the right to work with a trustworthy, dependable, independent Wealth Advisor focused on their journey. A Wealth Advisor will develop a personal relationship with each client through insightful communication highlighting our core beliefs, investment philosophy and approach to financial planning.

Recommendations Based Upon Needs
Clients have the right to independent and unbiased advice and recommendations based upon their defined needs, risk tolerances, and goals. Through holistic wealth planning, your needs are clearly defined and constantly monitored.

Confidentiality
Clients have the right to the strictest levels of confidentiality with information provided to the HFG Wealth Management team. HFG Wealth Management will protect all information to the highest standards.

Transparency
Clients have the right to a transparent relationship and to clearly know the costs for portfolio management, transactions and advisory services. All communications with the HFG Wealth Management team strive to be clear and concise. If you have a question, it is our duty to answer it for you in an understandable way.

Prompt Response
Clients have the right to a prompt response from the HFG Wealth Management team. As a trusted advisor, the HFG Wealth Management team commits to returning calls promptly and setting clearly defined time frames for inquiries and questions.

Education
Clients have the right to continual education along their journey to true wealth. Through education, our team will project reasonable expectations and achievable scenarios in the development and constant monitoring of a wealth plan.

     

INVESTMENT
ADVICE

Asset Allocation
Investment Review Selection
Portfolio Management
Risk Analysis Management
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 ]