Advanced Planning

After a solid investment foundation is in place, we can shift our focus to look at all the other aspects that are important to your financial life. In our experience, only a very few financial advisors go beyond investment planning to offer true wealth management, yet these advanced planning services reflect the key concerns of affluent clients.

At HFG Wealth Management, advanced planning includes:

  • Wealth Enhancement: Strategies for optimizing the tax efficiency of current assets and cash flow while focusing on both growth and preservation goals
  • Wealth Conservation: Strategies to structure the future distribution of assets for the maximum benefit of your beneficiaries, including careful planning to help mitigate the effect of estate taxes
  • Asset Protection: Strategies designed to protect your wealth and address avoidable risks
  • Charitable Giving: Strategies to maximize the effectiveness of charitable giving so that you can support the causes you believe in

Our advanced planning process is supported by the collaborative effort of our carefully selected team of experts and strategic partners. We work with our clients in a consultative manner, alongside a network of professional advisors that includes accountants, attorneys, insurance providers and others. We also welcome the opportunity to work in concert with your existing team of professional advisors. The end result is a comprehensive, thoroughly-vetted approach to fulfill your best interests and goals.


Asset Allocation
Investment Review Selection
Portfolio Management
Risk Analysis Management
Tax Impact Analysis
Asset Transition Analysis

Copyright © 2019. 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 ]