Our services

What HFM does

Financial Planning

Creating a comprehensive assessment of your current financial situation, exploring future goals, identifying values, and developing a financial plan to guide you.

Investment strategy

Identifying your goals, building a timeline, finding your risk comfort level, and developing an investment strategy that gets you where you want to go.

Retirement Planning

Setting retirement goals, building a timeline, estimating how much money you’ll need, and exploring a strategy to help you get ready.

Portfolio management

Building your portfolio, establishing a proper asset allocation, buying and selling securities, rebalancing as needed, and more.

Our promise

Why choose HFM

We are the ones that will guide you to the future.

40 Years of experience

For over 40 years, HFM has worked side-by-side with clients to guide them through the continuous process of decision-making that assures financial growth and economic health.

Personal approach

Clients are never database entries, but families and individuals that HFM has known and served for decades. HFM is personally involved in their lives as they are in ours.

Great support

We are here when you need us, not when we need you. Reach out to us at any time to check in on how things are going and changes that might need to be made.