What We Do

 HFP was formed in 2003 when the company where I worked decided to move my previous office across the city.  I asked the question, “How does this help my clients”?  The clients and I worked so hard to create a partnership; I felt strongly that abandoning them to create a new group of clients was counterproductive to our shared goals.

The result:  I sought to become “independent” to better meet the needs of my clients.

The next question considered was “How to best meet the needs of our clients”?

The traditional financial services industry often baffles me, and still does, with their approach to client services, information, and planning.  Pick up any newspaper and you will find the latest scandal that rips through the industry.  In addition, my feeling is many of our industry’s “practices” often fail clients when they work counter to accepted economic theory. 

We needed to find an improved way to work together.

This is why we also seek solutions to increase client confidence.  Discounting many of the sales seminars every new advisor must attend, we reviewed what I studied in college, professional education and licensure studies.  We sought to work within the academic theories that should increase our clients’ chances of success.  We sought to simplify and, ultimately, to better match our clients’ goals through this approach.

It is important to remember that your family’s goals, whatever they are, are personal.  Our aim is to assist you in making better decisions by asking the right questions, coordinating your team of advisors, and increasing your confidence through meaningful reviews.

Most of our clients are referred to our company through existing relationships.  Our goal is to work with clients throughout their lifetimes.  So far, it is working well for all involved.

We have been working with individuals and businesses in the area for several years.