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 July On the Markets from the Global Investment Committee featuring
• "More Than Meets the Eye" While it didn’t show up in the broad market averages, many stocks and sectors have suffered serious sell-offs this year. These rolling corrections are healthy for our positive view on both the global economy and the equity markets.
• "Global Economic Growth: Boring but Better" The US’ deep freeze, Europe’s bank credit crunch and Japan’s consumption-tax hike provided some drama to the global economy in the first half. Joachim Fels, chief global economist for Morgan Stanley & Co. explains why he thinks the second half will be more tame.
• "Q&A: Leon Cooperman" The veteran investor, who has spent nearly a half a century on Wall Street, says much about the current cycle is familiar, despite the extraordinary backdrop. He thinks the current bull market has room to run in both time and price.
Plus, look for more on economics, equities, fixed income investments and commodities.
Morgan Stanley Investor Insights