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HFG Wealth Management, Beaumont

HFG Wealth Management engages with family and individual investors to ensure broad success as they manage their financial assets and navigate the ever-changing complexities of the global financial markets. We are an independent, fee-only, comprehensive financial planning and wealth advisory firm serving clients in Beaumont and the surrounding areas, with headquarters located in The Woodlands, Texas.

We understand that your values, family, career and interests are all connected. That is why our team of experienced professionals takes a highly personalized approach to financial guidance. Led by Founder and Principal, Larry A. Harvey, ChFC®, we have integrated financial life planning and investment management services into a customizable wealth management offering.

As your single-source financial advocate, HFG Wealth Management will work collaboratively with your other professional advisors to develop a targeted, integrated strategy that drives all wealth-related decisions now and for years to come. This approach simplifies the wealth management process, as we coordinate all of your financial matters—from retirement and estate planning to investment management and insurance.

You are faced with an array of financial opportunities and responsibilities throughout your career and your life. With our guidance and disciplined approach to wealth management, we will build a solid plan and lasting partnership to help you and your family realize your distinct vision for the future.

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 ]