Devotion |
Here to serve you
Our President, Will Wang, explains our commitment to our clients and what it means to be Your Financial Partner for Life.
Your financial partner for life
Build the life you envision
From depositing your first paycheck, to opening a college fund for your children, or planning for retirement, we’re there for our clients as they build the lives they envision. At HFG Trust, our legacy is embodied by the people we serve—the individuals, families, and businesses that make our communities strong. We understand the importance of providing for your family or your business. Security and time are at a premium. We protect your interests with services that are secure and convenient— freeing you to focus on what really counts.
We are here to support you.
What’s Your Number?
The importance of planning and going beyond “rules of thumb” Rules of Thumb Many “rules of thumb” attempt to help guide us toward a successful retirement; perhaps you’ve heard of some of them:...
DREW WESTERMEYER, CPA
Chief Operating Officer
”At HFG, our core values center on solving problems. Our ethos is to be our clients’ financial partner for life. It’s difficult to accomplish a mission like this if you don’t put your clients ahead of yourself."
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Upcoming events
Wealth and Wine: Estate and Trust Services
Ever heard the saying “it’s never too late”. Well, “it’s never too late” to plan for the future. Come join us at our exclusive Wealth & Wine event and meet our Senior Trust Advisor, Mike Tallman. Grab a glass of your favorite wine and visit with Mike to understand the…
Money Talks
Are you a first time home buyer? Interested in learning more about investing? If you’re early in your career and just getting started on your financial journey, join Financial Advisors, Megan Nichols, Ben Messinger, Paul Hansen and Mortgage Consultant Derek Robinson as they discuss early planning, healthy money habits and some myths and misconceptions about...
Retirement Workshop with Paul Hansen
As retirement draws near, it is important to develop a custom financial roadmap for yourself to ensure you are prepared for the most undefined stage of your life. Paul Hansen, a seasoned accountant and financial advisor, will be reviewing:
