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Partnership

Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results.

– Andrew Carnegie

Your financial partner for life

Partner with us

We define a truly complete menu of services as a “Single Pane of Glass”, which means that our clients can go to one place to have all of their financial needs satisfied. We are excited to offer this single pane model to other Advisors around the country who believe taking care of the client goes beyond managing investment portfolios and creating an investment strategy.

Wealth Management

  • Financial Planning
  • Discretionary Portfolio Management

Trust Services

  • Estate Administration

  • Trustee appointment

  • Attorney-in-fact appointment

Private Banking

  • Consumer
  • Commercial

401K Services

  • Plan governance
  • Investment trustee service
  • Investment review
  • Participant education/planning

If you are looking to:

  1. Pursue operational efficiencies and delegate to a team.
  2. Increase growth for your practice by differentiating yourself from the rest of the market.
  3. Expand your service offerings to your existing clients.
  4. Surround yourself with other fiduciary practitioners who specialize in holistic planning.
  5. Develop a strategic and deliberate succession plan for your clients and business.

HFG partnership program might be a fit for you. Please contact us today for more information.