Our Duty & Mission
We believe that our duty is to understand your goals and set up strategies that resolve those challenges while protecting and developing your assets.
We achieve this by standing by our mission to educate and advocate for the families we work with to make active decisions in safeguarding their family's future through wealth management. Our focus is to provide unbiased opinions and expert advice designed to achieve both your short and long-term results for your unique plan.
When you visit our office, you will note the values we have displayed on our windows down our hall and above our offices. We fully believe in and work to embody the meaning of these values.
We value long-term relationships built on a foundation of trust, transparency, integrity, and friendship.
We strive to be more than your financial professional but to be friends, colleagues, counselors, and professionals who take the time to get to know you and your unique needs.
We genuinely believe in the philosophy of ‘Make Money and Have Fun Doing It’, not only as a business - but for and with our clients!
Who We Are
1| DIETITIANS, NOT BUTCHERS
Please watch this video to learn more!
2| OUR EXPERIENCE
With over 30 years of proven experience, we are confident that you will be pleased with your decision to select HFS as your wealth management partner.
3| YOUR EXPERIENCE
We are passionate about our clients and ensuring they have an exceptional experience. We take client appreciation to a new level with birthday treats, fun events and finding unique ways to celebrate you!
Why You Should Work with HFS
For Wealth Management clients we charge an all-inclusive fee for managing investment portfolios including the cost for investments, advisor fee, and ongoing financial planning services and advice.
We also have the option of subscription-based fees for clients that do not have an existing portfolio or assets under management. This allows for everyone to have access to planning services.
Separate from the financial and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts for which we may receive a commission and will be happy to disclose our compensation arrangements with you.
INDEPENDENT FINANCIAL PROFESSIONAL
Our independent structure means we are not beholden to one investment company or one set of proprietary funds. As a result, we can select from a variety of solutions and investment alternatives that best fit our clients' situation.
YOUR BEST INTEREST
Our investment recommendations are made first and foremost with your best interest in mind.