Wealth Management

We know that every client is unique, and their wealth management plan is too!  

 

What is Wealth Management?'

Wealth management is a consultative process of meeting the needs and wants of clients through comprehensive investment management alongside financial advice, insurance strategies, tax guidance, and estate planning.  

What are the Benefits of Wealth Management?

Wealth management fills in the gaps that can be missed through a standard model of managing each piece of the puzzle individually - just managing assets, only providing a budget or financial plan, only evaluating income needs, etc.  When all these pieces are synchronized through the wealth management approach, gaps are filled in, providing you with a seamless integrated approach to meeting your specific goals and needs.

'Is Wealth Management Right for Me? 

It may sound like wealth management might not be right for you - but we believe this approach is applicable to everyone, regardless of your asset level or life stage.  Your plan is customized for where you are now, what you want to accomplish along the way and designed carry you through retirement.  

What is the Process?

At HFS, we follow a proven process to learn about your unique goals and challenges, develop a plan, implement and finally review at regular intervals to make sure you're on track - and adjust as needed!

LEARN MORE ABOUT OUR PROCESS HERE

 

 

Why Should You Choose Hogan Financial Services?

TRANSPARENT FEES

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.

INDEPENDENT ADVISOR

As an independent advisor we are not beholden to one broker dealer or one set of proprietary funds. As a result, we can select from a variety of brokerages and investment alternatives that best fit our clients’ situation.

We are able to focus solely on helping our clients without conflict of interest.

FIDUCIARY DUTY TO YOU

Being a fiduciary means that we are legally required to act in your best interest at all times.

You might be asking

"Don't all financial advisors act in their clients' best interest?"

You may be surprised to learn that this is a much higher standard than many other brokers and advisors are held to. Always check to make sure that your choice in a financial advisor has licenses holding them to a fiduciary duty!

Our fiduciary duty means that you can rely on us to make the best decisions for you.

To schedule your initial complimentary meeting with Hogan Financial Services, please click here or contact us by phone at 401.474.1234.