Can I afford Financial Planning?
Why do I need HFH Planning if I already have accounts
at brokerage houses?
Will my money be at risk? Could I
potentially lose money?
Do I need to have a lot of assets for financial planning
to be worthwhile?
What access do I have to my Financial Planner?
How often do you review my portfolio?
I’ve never had a financial planner.
Will you educate me on what to expect?
How does financial planning work?
Can I afford Financial Planning?
Yes.
HFH Planning charges only on an hourly-fee-basis,
not a percentage of your assets. Most clients save enough
from tax planning alone to cover HFH Planning’s fee.
Going into the future you will not only have saved money for
the current and future years, you will have a sound financial
map and peace of mind regarding your investments.
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Why do I need HFH Planning if I already have accounts
at brokerage houses?
HFH Planning will provide you with an overview
of all of your accounts (including 401(k) and 403(b) Plans) held
in separate institutions– and
unlike most brokers, HFH Planning does not receive any commissions.
You will get individual, unbiased, attention while gaining
an overview of your complete financial situation.
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Will my money be at risk? Could
I potentially lose money?
You set the risk level with your money. Your
financial goals will dictate whether you would like to put
your money in lower risk or higher risk places (or a mix of
both). We
are a Registered Investment Advisor and subject to oversight
by the Securities and Exchange Commission. You will understand
your risks completely before any actions are taken.
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Do I need to have a lot of assets for financial planning
to be worthwhile?
No.
There is more to financial planning and
obtaining life goals than simply investing money. If you
do not have a lot of money to invest we will still be able
to help you with your tax
planning,
risk management,
retirement planning,
and estate planning.
Payment is based on an hourly fee basis. We will only do the
work that is necessary to bring you peace of mind.
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What access do I have to my Financial Planner?
There is no charge for brief telephone
conversations. More
lengthy calls are charged at a (pro-rated) hourly rate. A
retainer basis is available.
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How often do you review my portfolio?
Quarterly reports are usual. We encourage
annual meetings.
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I’ve never had
a financial planner. Will you educate me on what to expect?
Yes.
Our goal is to educate, counsel, and guide
clients to ensure that proper decisions are made on an individual
basis.
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How
does financial planning work?
Click
here to learn about financial planning.
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