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 plan, we take the time to understand your goals, needs, challenges, and attitudes. We want to provide you with the most complete course of action possible. Because we are an independent financial firm, we have the advantage of offering you access to a wide variety of options.

After we implement your financial plan, we will continue to monitor your investments' performance and consult with you regularly to ensure the plan continues to reflect your current circumstances and goals.

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
  • Wealth Management
  • Retirement Planning
  • Insurance Planning
  • Estate & Legacy Planning
  • Education Planning
  • Qualified Plan Services
  • Income for Life
  • Charitable Gifting