OUR SERVICES | Overview

Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing.

That's why, at HB Financial Group, we make it our priority to get to know you as a person.  Before we work with you to implement a financial program, we take the time to understand your goals, needs, challenges, and attitudes.  Your money cannot serve you effectively if we advocate a course of action with which you are not comfortable.  We want to provide you with the most complete course of action possible. 

After we have assessed your needs and goals, we will suggest a mix of investment products to best serve you.  Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms.

After we implement your investment program, we at HB Financial Group will continue to monitor your investments' performance and consult with you regularly to ensure the program continues to reflect your current circumstances and aims.

Because we work so closely with you, we tend to think of our clients as our friends. So don't be surprised if you ever get a phone call from us just to say hi.

 

Services

  • Financial Planning
  • Asset Management
  • Retirement Strategies
  • Insurance Planning
  • Income for Life
  • Qualified Plan Services
  • Education Planning
  • Income Tax Issues
  • Insurance Planning
  • Estate & Legacy Planning
  • Charitable Gifting

 

 

HOME | ABOUT US | OUR SERVICES | MARKET UPDATE | LINKS & ARTICLES | CONTACT US | CLIENT ACCESS | GIVING BACK
This communication strictly intended for individuals residing in the states of CT,FL,GA,IL,MA,NM,NY,SC. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
Privacy Policy
© Copyright 2006 - 2017