Why Choose HFS?

It’s difficult to make a financial decision without impacting other areas of life, whether it’s an estate plan, a tax return, or something else. At HFS, our clients benefit from an entire team of diverse professionals who work together to pursue common goals. Each team member offers their own expertise as we consider the many issues related to financial planning decisions.

Managing through the ups and downs of the market is challenging, requiring experience and knowledge as we seek to help minimize risk while maximizing opportunities suitable to our client’s goals. Our team of professionals has the financial expertise to deliver resources and results, combining over 100 years of financial and investment experience to provide integrated financial strategies.

The greatest reward in providing financial planning services is helping our clients pursue their life-long goals. That’s why we teamed with LPL Financial, the #1 independent brokerage firm in the United States*. Our independence from proprietary products and sales quotas gives the consultants of HFS the flexibility offer the investment products and professional advice that are most suitable for our clients.