75 Maiden Lane, Suite 605
New York, NY 10038
212.402.5444 P
212.402.5445 F
 

We at HFH Planning believe that individuals of all income levels benefit from sound financial planning. We provide a cost-effective way for individuals, regardless of their net worth, to obtain objective personal financial direction.

Our Concept:

  • Individuals of all income levels benefit from sound financial planning
  • Individuals of all income levels should be able to afford financial planning
  • Charging on a hourly basis.

 
 

What does charging on a hourly basis provide?

- An objective view of 401(k) and 403(b) retirement plans
- Tax planning and estate planning
- Spending and savings plans
- Suggest true NO LOAD mutual funds
- Peace of mind
- High-net-worth individuals a cost-effective and objective view of consolidated accounts
- Individuals of more moderate resources an opportunity to benefit from the financial planning process



Many people know they need a financial plan to help them set goals and manage their money, especially in these complex and unsure financial times.

What Is A Financial Plan?
A financial plan is a road map that takes you from your starting point to your destination. A financial plan marks where you are now, where you want to go, and what side trips you may want to take on the way. The financial plan then provides the best route to accomplish your goals within the allotted time.

HFH Planning examines your current financial situation – how your money is being utilized and what your projections are. After this information is analyzed, a plan consistent with your goals and objectives is presented.