wealth preservation

A Few Rules for Asset Transfers – Consider This…

April 23, 2015

handingdownTransferring your assets, whether to another person, an organization or a legal trust, should be straightforward and simple. In reality, though, moving your money or property can trigger a gantlet of taxes and legal requirements. But while the process can seem daunting, asset transfers remain a critical tool for planning your financial future and deploying your wealth in the way you see fit.

At HFG Wealth Management, we make it a point to stay abreast of the most effective asset-transfer strategies. And in tandem with our trusted legal partners, we help our clients to move their assets with a minimal difficulty. (more…)

5 Key Concepts for Financial Success

September 18, 2013

Understanding the key fundamentals of growing and preserving wealth ensures a lifetime of good financial choices and decisions. Learn how to leave a legacy beyond retirement.

Many investors are faced with difficult choices in achieving their financial goals and, as well they should, are asking serious questions. Because educated investors are the most successful investors, we created 5 Key Concepts of Financial Success, a white paper that illustrates a Nobel Prize–winning approach, crafted to optimize your investment portfolio over time.
We have designed it specifically to not only support you in your efforts to preserve what you already have, but also efficiently to capture the market’s returns for your investments.

Download the 5 Key Concepts for Financial Success and learn each concept below:

  1. Concept One: Leverage Diversification to Reduce Risk
  2. Concept Two: Seek Lower Volatility to Enhance Returns
  3. Concept Three: Use Global Diversification to Enhance Returns and Reduce Risk
  4. Concept Four: Employ Asset Class Investing
  5. Concept Five: Design Efficient Portfolios

We believe in empowering people to make the best decisions for themselves or if they wish, to astutely choose a financial advisor who can implement sound wealth management principles. And we believe in sharing our own financial knowledge with everyone who wants to make wise decisions about his or her money.

No risk, no pressure, no fee. Our White Paper Download is Free, and there is no obligation to sign up for anything. If you have questions or would like to discuss your personal financial situation, drop us a line here.