Wealth Management

Someone is sitting in the shade today because someone planted a tree a long time ago.

– Warren Buffett

Your financial partner for life

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Comprehensive management
is the cornerstone of our business.

Successful investing begins with a thorough understanding of your financial goals. HFG Trust provides access to a customized financial roadmap based on your financial needs. Building wealth is much more than putting money away every year - it involves maximizing tax regulations and managing risk. We offer a wide range of planning services that focus on estate, tax, insurance, and charitable strategies to help keep you on track to achieve your long-term goals.

Estate Planning

As retirement approaches, priorities begin to shift from the accumulation of wealth to the efficient transfer from one generation to the next. We work hand-in-hand with you and your attorney to protect your family’s legacy and bring your philanthropic visions to life. 

Risk Management

While creating a personalized, in-depth risk management strategy is one of the most valuable things you can do for you and your family, identifying the right home-owner, life, disability, and liability insurance policies can be a daunting process. Our advisors are here to not only identify your areas of risk, but to connect you with an agent equipped to provide you with the safeguards you need to minimize the financial impact of unforeseen, adverse life events.

Tax Planning

Tax planning is a multifaceted process that can be both complex and delicate. In order to offer a truly comprehensive wealth management experience, our advisors work in concert with your CPA to provide you with the peace of mind that comes with knowing you are maximizing deductions, contributing to the right tax-efficient accounts, and implementing the strategies that will most positively impact your long-term wealth. 

Charitable Planning

As a locally owned business, we are proud to have a history deeply rooted in our community. Whether your philanthropic goals are close to home or abroad, we are here to ensure you leave behind the legacy you envision by creating a financial plan tailored to support what matters most to you. From creating your own foundation to utilizing a donor-advised fund, our advisors are equipped to help you navigate the philanthropic landscape while maximizing the impact of your gifts.

College Planning

Early planning can be the key to successfully tackling the rising cost of college. Whether your child is entering kindergarten or preparing for high school graduation, our advisors are here to provide you with custom solutions without risking your financial future.

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Wealth Management

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