healthy-fam

Who We Serve

Personal Investing:
We serve a wide range of affluent, successful, and well educated personal clients. The two largest groups span several age ranges with distinctly different financial needs. The first group of clients is focused on their financial needs in retirement and are actively seeking fresh ideas about how to reach their retirement income and estate planning objectives. The second group is mostly made up of a younger generation of affluent professionals. They are normally looking for assistance with complex financial issues, and want to develop a more comprehensive approach to financial planning and wealth accumulation.

Our clients understand the long term balance between results and appropriate risk management of their finances. However, they often don’t have the time or desire to be involved in extensive day to day management of their finances.

They prefer to spend their time on enjoying their lives, with a focus on careers, traveling, leisure activities, and quality time with their families. They are usually active in their churches, communities, and charitable organizations. And, most importantly they value obtaining financial independence, with a strong desire to help their children get a good start in life.

Employer-Sponsored Retirement Plans:
We serve a number of small to mid-sized corporate clients by providing advisory services for business retirement plans. These include: defined contribution 401k plans; defined benefit pension plans; and non-qualified executive compensation plans. We help these companies by providing an independent and expert assessment of the best investment options to match the investment needs and risk management goals of both the individual employees and the firm as a whole.

Typically our corporate clients include professional services firms, or companies with a strong need to attract and retain the best talent in their industry. These firms can have as few as 5 participants or as many as 50 to 100 employees. They generally are seeking a more cost effective solution with more investment alternatives and flexibility than their current plan may offer.

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 ]