Financial Guidance to Life’s Transitions

Are you recently widowed, divorced, remarried or receiving an inheritance? Making important financial decisions during a major life transition can be overwhelming. A professional financial guide can help you understand your options even during the most difficult of times.

HFG Wealth Management has developed a specialized approach to guide you from one stage of life to the next. In times of transition, it’s important to have a trusted advisor with whom you can talk openly about your personal financial matters and concerns. Our team has the experience and professional expertise to answer your financial questions and guide you to a secure place. In particular, we understand the unique challenges, both personal and financial, faced by women in transition.

Studies show that many financial advisors aren’t prepared to assist their clients in navigating through transitional times. At HFG, we provide sound strategies designed to preserve your wealth, balance cash flow, and minimize the effects of taxes and inflation. Not only can we help you with your life planning needs, we can also leverage our connections with other specialists and strategic partners.


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 ]