I Worry I Don't Have the Understanding, Time, or Inclination to Manage My Money
We all wish sheer luck were a reliable substitute for applying the right effort and experience to handling financial affairs and investments. Lacking the wherewithal to dedicate the effort and time to stay equal to the task, your alternative is to find someone who truly is. The professional team at HFM takes time to delve into what you really want, and is ready to listen to your thoughts about money and your life. Applying extensive experience and sophisticated tools, we make sense of your holdings and issues and organize them efficiently. We involve you in a process and communication that improves your sense of progress. Our entire team is available for you. You determine the amount of contact and involvement you want. The financial program created for you will demonstrate how the pieces come together in a logical way that will make you feel more in control.
Every place you can put your money has a cost and a risk of some sort. Keeping your money “in your mattress” has a cost as well: the cost of what you missed earning with it on any given day. Investment products typically have imbedded costs, risks or features that are not always apparent and may create unintended consequences. HFM professionals will investigate and remain very mindful of risk and cost when providing the proper use of only suitable investments for your program. We will provide as much or as little education on the details as you desire.
Consider how our "tax sensitive investing" can help capture opportunities to ease your coordination burdens at tax season.
Consider what you want from an adviser in the way of structure and protocol to oversee your portfolio. At HFM it is team based for complete coverage.