HFG Advisors
HFG Advisors
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    • Home
    • Why HFG
    • What We Do
    • Our Process
    • Meet the Advisors
    • Contact Us
  • Home
  • Why HFG
  • What We Do
  • Our Process
  • Meet the Advisors
  • Contact Us

Comprehensive Financial Planning

 HFG Advisors offer financial planning services in the form of written comprehensive and modular financial plans and investment consultations. These Comprehensive Financial Plans are key in understanding each client’s complete financial picture and go in to detail in the following areas 

Six Areas of financial planning

Financial Position

Investment Planning

Financial Position

  • Know your current net worth
  • Track your current income and expenses
  • Manage debt
  • Project your current net worth, income and expenses

Risk Management

Investment Planning

Financial Position

  • Provide for survivors in case of premature death
  • Replace earning power if disabled 
  • Protect your ability to meet your accumulation and education goals
  • Guard against unforeseen liabilities

Investment Planning

Investment Planning

Investment Planning

  • Create and maintain an adequate cash reserve
  • Provide for education expenses
  • Purchase a house or vacation home
  • Review your investment portfolio
  • Determine asset allocation and diversification

Tax Management

Retirement Planning

Retirement Planning

  • Minimize federal and state income taxes
  • Project future income tax liabilities
  • Develop long term tax planning strategies

Retirement Planning

Retirement Planning

Retirement Planning

  • Ensure adequate retirement income:
  • Project the impact of an early retirement
  • Utilize strategies for pensions and other qualified plans


Estate Planning

Retirement Planning

Estate Planning

  • Determine exposure to estate and inheritance taxes
  • Outline appropriate estate planning vehicles
  • Take care of loved ones
  • Review potential tax benefits related to estate planning

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