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Our Services

As a wealth management group, the team of HFS offers a collection of integrated services. Investments should not be considered independent of their tax implications. Estate plans work more effectively when investment accounts are structured properly. At HFS, we offer the related services that are necessary to provide a complete plan for our clients.

Investment Management

Creating and executing an investment plan that incorporates the clients’ financial goals and objectives, time horizon, and risk tolerance.

Risk Management

Preserving a way of life with investment and insurance products that address our clients' financial goals for the future.

Estate Planning

Helping ensure that clients' interests and legacy are protected through a comprehensive, tax-advantaged estate plan.

Tax Planning

Developing strategies that potentially allow clients to pay less income tax through proactive tax planning and tax return preparation, or working with the clients’ existing tax advisor to create a plan.

*LPL does not provide tax advice or services.

Business Planning

Assisting business owners with making prudent decisions that impact their bottom line.