Plan Now, Retire Earlier
Clients often come to our advisors to make sure they're on track for retirement.
At HFG, we take an evidence-based approach to creating and implementing personalized retirement plans that are tailored to each client's individual needs.
Whether maximizing tax-advantaged strategies or managing risk, we combine fiduciary advice and experience-led execution to provide custom solutions that align with your long-term goals.
Our goal is to take the burden out of retirement planning so you can enjoy the journey.
Start your journey
- Meet to discuss your values, goals, and family.
- Gather your financial and personal information to familiarize ourselves with your financial health.
- Present a comprehensive analysis of current investment holdings and begin work on a wealth management plan.
- Implement your plan into action and begin earning passive income to build long-term wealth.
- Provide regular performance measurements and track progress towards goals.
Select a partner
Kerinda Lasbaugh
Private Banker
K. Paul Hansen,
CFP®, CPA
Financial Advisor
Megan Farrow
Wealth Planner
Megan Nichols, CFP®
Financial Advisor
Stephen Palm, CFP®
Financial Advisor
Michael Tallman, CFP®, CTFA
Senior Trust Officer
Bob Lagonegro, CFP®
Financial Advisor
Ben Messinger, CFP®
Financial Advisor
