The individuals and families we serve are an exceptional group of people. Some are CPAs or professionals within the medical field. Others are specialists in the automotive industry. Still others are busy entrepreneurs and small business owners. Essentially, all have achieved financial success, but need expertise in developing a plan to preserve, enhance, and ultimately transfer their wealth.
At the HFP Group, we understand the challenges you face. In fact, we've built our practice around customizing financial solutions for people just like you. Our wealth management approach is focused not only on helping you articulate your goals, but also on reviewing all aspects of your financial life. Our investment platform is carefully structured to help you with the income you need to cover today's living expenses.
We have availed ourselves of virtually every opportunity the firm offers. We have combined our talents to help our clients simplify and manage the complexities of their financial lives, so they and their families can live the lifestyles they choose. We understand how hard you have worked to achieve your goals, and we will work even harder to help your wealth will lead to continued prosperity over time.
A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, call or email us to see how we can help you make informed decisions.
Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.
See April On the Markets from the Global Investment Committee featuring
• "Seventh Inning Stretch" We expect US equities to continue to rise in line with earnings growth, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. That means returns could be closer to 7% or 8% rather than the 20%-plus average of the past five years.
• "Still Prefer Developing to Emerging Markets" Morgan Stanley & Co. equity strategists say the best opportunities this year are in the developed markets, especially Europe and Japan. They expect the emerging markets to continue to underperform.
• "ContagEM: Could It Be Worse Than in the 1990s?" The emerging markets went through two sizeable economic shocks in the 1990s, with little noticeable impact on the developed markets. Because the emerging markets now make up a larger share of the global economy, an EM economic shock today could hit the developed markets much harder.
Plus, look for more on economics, equities and fixed income investments.