Our Mission

From my very first day as an entrepreneur, I've felt the only mission worth pursuing in business is to make people's lives better.

- Richard Branson

Your financial partner for life

HFG Difference

Our Mission is to be “Your Financial Partner for Life.” This means that we strive to take care of all of your financial needs under one roof. Our team of experts work collaboratively to form a truly holistic counsel to ensure you receive sound advice, precise execution, and most importantly, world class service. An entry to exit service offering means we have the capacity to cater to your needs through every stage of life. Whether it is opening your first bank account or establishing a trust to preserve your legacy, we have you covered.

At HFG, we firmly believe that it all begins with establishing a clear vision of your personal goals. With this purpose, we combine fiduciary advice and experience-led execution to build a roadmap that guides you through every stage of your life. We offer our clients clarity and peace of mind as a sacred partnership is formed during this phase of discovery.

At the end of the day, our goal is to take the burden out of managing the financial details so you can enjoy the journey and live out your dream. We are dedicated to building enduring relationships and partnering with you for life.

Our Community

We are dedicated to serving our community. Through our partnerships with local organizations, we are focused on giving back and building a better tomorrow for our youth. We believe words like integrity and ethics should be personified by our actions and extended beyond the walls of our business to be found in our classrooms, homeless shelters, and hospitals. We pride ourselves on not only serving on the boards of these wonderful organizations, but rolling up our sleeves and getting to work. We are grateful to those who have dedicated their lives to making this world a better place as we continue to honor their service through our modest contributions.

Boys and Girls Club

Junior Achievement

Tri-City Union Gospel Mission

Kadlec Foundation

Three Rivers Community Foundation

Updates on local community involvement


2020 Shred Day Event

Due To Current Social Restrictions We Will Be Unable To Host Our Annual Shred Day Event This Year. 

This annual event is held after tax season each year, however changing health safety protocols have made it difficult to schedule an on-site shredding event for our clients and community members. We look forward to hosting this event in 2021 for the upcoming tax season.


2018 Client Appreciation Event

At this year’s Client Appreciation Event, we were fortunate to hear from Caroline Gaynor, a Regional Director for Dimensional Fund Advisors who, in her spare time, combines her passion for triathlons with her desire to serve others by volunteering as a guide for the blind. Other highlights of the evening included a series of short Christmas Films performed by our very own staff, with Financial Advisor, Steve Palm taking home the award for "Best Performing Actor'' for his portrayal of Hugh Grant as The Prime Minister in the film: Love Actually. Thank you to all who participated for making the evening a memorable one.