Our Services

There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else.

– Sam Walton

Your Financial Partner For Life

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 Planning your future today

meet with one of our advisors

Learn more about our investment options

Start your journey

  1. Meet to discuss your values, goals, and family. 
  2. Gather your financial and personal information to familiarize ourselves with your financial health.
  3. Present a comprehensive analysis of current investment holdings and begin work on a wealth management plan.
  4. Implement your plan into action and begin earning passive income to build long-term wealth.
  5. Provide regular performance measurements and track progress towards goals.

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Connect with a Certified Financial Advisor™ 

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

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Choose who best fits your financial needs

Services

The only true life-cycle manager of wealth.

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Wealth Management

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Private
Banking

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Retirement
Planning

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Trust
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Portfolio
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