It’s important to us that we provide you with a transparent, pressure-free environment as you go through the process of choosing a financial planner. We follow a simple, no obligation, 3-step process to deliver as much value and information as possible before ever presenting you with paperwork to sign.
- Complimentary Consultation
This is a sales-free opportunity for you to learn more about HFG and the services we offer. We will also take this opportunity to learn more about your current financial situation and evaluate if the services we provide align with your short- and long-term goals.
- Initial In-Person Meeting
At this meeting we will collect all relevant financial documents so that we can begin building the foundation of your financial plan. We will analyze your current investment portfolio, estate plan, insurance, and retirement strategy to identify strengths and weaknesses, and provide professional commentary as needed.
- Comprehensive Portfolio Review
Through this comprehensive portfolio review, you will discover firsthand how we deliver value to our clients. We present a thorough analysis of your investment portfolio, directly comparing your existing portfolio against a live portfolio of a current HFG client who has similar financial goals and objectives. This comparison serves to demonstrate how small realignments can significantly increase the efficiency of your investment portfolio, reduce risk, reduce costs, and lower tax liabilities; all benefits that will move you closer to accomplishing your long-term financial goals.