Through our strategic approach to asset allocation and investment planning, we develop strategies that seek to help you:

• Develop strategies to grow your portfolio
• Manage risk to protect your assets
• Review and update strategies to fit current investment conditions.

As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified, and managed. We seek to create investment strategies tailored to your needs that may include:

• Cash and money market funds
• Individual securities
• Mutual funds
• Municipal, treasury, and corporate bonds
• Exchange-traded funds (ETFs)
• Insurance and annuities

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results. Request More Information

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Whether you are in the accumulation phase or have already retired, a comprehensive strategy is critical to helping you achieve your financial goals. We will work together over time to design a personal financial plan that will fit your individual circumstances.

We can assist you with the following retirement plans and strategies:

• Wealth accumulation
• 401(k)/IRA rollovers
• Traditional and Roth IRAs
• Small business retirement plans

Will you be ready to retire on your terms?

• When will you retire?
• Will you have enough money to retire comfortably?
• Have you preserved enough capital for unexpected healthcare expenses?
• Have you planned appropriately for charitable intentions?

We are here to help you answer these questions.

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Once you leave a job, you have four choices as to what you can do with your retirement plan:

• Take a lump sum
• Leave in the current plan
• Transfer to a new plan
• Move to an IRA

Many people choose to leave their assets in the plan because it’s the easiest thing to do. Your retirement is too important to make decisions the easy way. Let us help you make an informed decision, taking into consideration important factors such as tax implications, penalties, the power of tax-deferred compounding, and flexibility.

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College investing programs come in many shapes and sizes. We can educate you on your options and help you choose the right college plan and investment option to address your needs.

Have you started investing in your children’s future?

The following are among the most popular education savings plans available today:

• 529 plans
• Coverdell Education Savings Accounts
• Custodial accounts

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Have you thought about the effect illness, your inability to work, or your death would have on your family or business? The consequences can be devastating. Protect your loved ones and take the first steps toward a more secure financial future.

There are various forms of protection that should be considered:

• Life protection
• Disability insurance
• Long-term care
• Medicare, MediGap, and Medicaid

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There is more to estate planning than drawing up will and trust documents with an attorney. This is where HH Financial Planning Group can add significant value in helping clients articulate their legacies, coordinate estate planning goals with other advisors including CPAs and attorneys and develop a viable plan for reaching their goals.

Have you asked yourself the following questions?

• Who should inherit your assets, and in what proportions?
• Who should care for your minor children?
• How much is needed for your children’s care and education?
• Who should manage your financial affairs if you become incapacitated?
• Who should be responsible for distributing your assets?

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