Estate Planning

With wealth comes choices. Who will benefit from the assets you have accumulated? What will be your legacy? How much is needed to fulfill the dreams you have for the generations that follow?

Successfully managing the transfer of your accumulated wealth is the foundation of a lasting legacy. However, estate planning comes with its own set of challenges, from calculating the future value of your estate and selecting beneficiaries to complex state and federal laws and regulations.

Whether your focus is on asset protection, long-term care preparation, or supporting your heirs or a cause important to you, we’ll help you utilize and implement effective estate planning techniques for your specific situation.

HFG Wealth Management will work in concert with your legal, accounting and tax advisors to help create an estate planning solution that considers how and to whom you want to leave your legacy. Through every phase of the design and management of your plan, we’ll provide clarity and direction, ensure your financial and investment plans are cohesive, and avoid unnecessary taxation.

Ready to get started? Contact us today to see how estate planning considerations fit into your broader wealth management plan.


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 ]