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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.

The Key to Maximizing College Tax Credits

In my last article, I focused on the IRS rules related to distributions from Qualified Tuition Programs (such as 529 and prepaid tuition accounts), so this article will address two of the best tax…

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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

Annual Shred Day 2020

Join us for our Annual Shred Day Event!

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Our Services

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Wealth Management

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Banking

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Retirement
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Trust
Services

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Portfolio
Management

money

Wealth
Management

private-banking

Private
Banking

retirement-planning

Retirement
Planning

business-services

401K
Services

trust-services

Trust
Services

portfolio-management

Portfolio
Management

No matter where you are in life, we've got you covered.