Independent
Our recommendations are unbiased and unrestricted. As fiduciaries we are obligated to put the needs of our clients first. Our role is to consult and collaborate with you to develop holistic financial plans that address your personal needs and circumstances.
Comprehensive
You require a wide range of financial services. We make it easy for you to meet your needs by providing experts across financial disciplines along with accounting, tax and advisory services from our affiliate, HBK CPAs & Consultants, a Top 100 CPA firm.
Personal
While we employ innovative and sophisticated financial technology, there’s nothing robotic about how we work with you. We start by thoroughly understanding your financial needs and develop a customized financial plan. We then remain involved throughout our relationship to serve you as your life and goals change.
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Retirement Planning
Retiring boomers are looking for ways to generate income without eroding their assets. One approach is to invest in dividend-paying and rising dividend-paying stocks and funds.
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A Few Tips for Women Returning to the Workforce After a Divorce
Financial Planning
Planning a family’s financial future during a divorce should consider a variety of factors, including ages, incomes, assets, and expenses. As a Certified Divorce Financial Analyst, I help people resolve the...
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529 Plans: Save for College and K-12 Schooling
Financial Planning
Among the ways to save for a college or graduate school education, 529 plans get top ratings. While the contributions to the plans are not tax-deductible for federal income tax purposes—many...
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Economic Growth Expected to Moderate This Year
Market Commentary
Last year, many looked forward to a return to some semblance of normalcy after more than a year of challenging modifications in their daily lives due to the pandemic. Unfortunately, just...
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The Fed Pivots to Fight Inflation
Business Owners
On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary policy in response to rising inflation.
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529 Plans vs. Other College Savings Options
Financial Planning
529 plans can be a great way to save for college, but they're not the only way. When you're investing for a major goal like education, it makes sense to be...
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