EXPLORE. DREAM. DISCOVER.

Your Financial Goals & Objectives.

We’re HH Financial Planning Group, a financial services firm with locations in Madison and Dodgeville, Wisconsin. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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 SIMPLICITY IS GENIUS.

Smart investing doesn’t have to be complicated.

We strive to educate and enhance the process of making wise financial decisions.

Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term.

Check the background of investment professionals on FINRA’s BrokerCheck.

OUR CLIENTS SPEAK FOR US:

"...our success really matters to them."

Harry and his staff are great people to work with – competent and professional, yet personable and caring. They make us feel like our success really matters to them. Let’s just say we have been very pleased with the results.

– Dave M.

"...very helpful in giving us the best advice for our financial situation."

We have been very satisfied with the customer service we have received not only from Harry, but the entire team. If we ever call with a question, they are very helpful and get us an answer as quickly as possible. 

– LB

"...Always available for questions and conversations."

I trust and believe Harry and his staff to take care of my long term retirement plans without feeling I have to check in all the time. Always available for questions and conversations.

-Mark O.

"...Not just a client but more like family here."

The personalized service I’ve received has been amazing. Not just a client but more like family here.

-Frank P.

"...ability to share information in a way that made sense"

Before coming to HH Financial, I was doing some self-management of my investments and just couldn’t do enough research and learning to feel confident in my choices. One meeting with Harry and his knowledge and ability to share information in a way that made sense was just what I needed. His expertise in this field has helped me and my entire family plan for retirement and we couldn’t be happier.

-Anonymous

"Harry and the entire team care about you as a person..."

I appreciate the friendly, courteous, and fantastic service and advice I receive. Harry and the entire team care about you as a person. I also really admire their extensive community involvement and support of the schools and local businesses.

-Matt B.

"Always willing to take a phone call..."

Always willing to take a phone call to answer any questions I have regarding investments or taxes.

-Dale

"I trust and believe Harry and his staff..."

I trust and believe Harry and his staff to take care of my long term retirement plans without feeling I have to check in all the time. Always available for questions and conversations.

-Mark O.

"...They made it easy and a smooth transition."

Harry and his team have been very helpful when it came to transferring an outside account to my account with HH financial. They made it easy and a smooth transition.

-Anonymous

These testimonials are based upon individual client experiences and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.

CONTACT US.

Let’s plan your future!


CONTACT US.

Let’s plan your future!


CALL US

608-935-7800 

 

EMAIL US

info@hhfinancialplanning.com

 

FOLLOW US

   

 

Call Us

608-953-7800

Email Us

Info@HHFinancialplanning.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. HH Financial Planning Group and Cambridge are not affiliated. Cambridge does not offer tax or legal advice. Fixed insurance services offered through HH Financial Planning Group.

This communication is strictly intended for individuals residing in the states of WI, AZ, CA, CO, FL, IL, IN, IA, MI, MN, OH, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary

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HH Financial Planning