Financial Management

At H&F, we hold everything we do to our guiding principles. We’re united by a shared vision to take care of people, act with integrity, and deliver excellence. We strive to meet your business and individual needs by analzying every aspect of your finances from debt repayment to investment objectives. Once we completely understand your goals we can begin to construct a financial plan that is all yours. We visit on a regular basis to insure that your needs and concerns will be met by revaluating your financial picture.

Investment Management

Personal Financial Planning
Investment Planning
Tax Planning
Cash Flow Planning
Risk Management
Insurance Analysis
Educational Funding
Retirement Planning
Estate Planning

Business Planning
Increase Cash Flow
Lower Operating Expenses
Employee Benefit Planning
Deferred Compensation
Business Continuation
Pension Plans
Executive Compensation and Retention

Risk Management
Disability Insurance
Life Insurance
Business Protection and Continuation Plans
Long Term Nursing Care Insurance
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