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 August On the Markets from the Global Investment Committee featuring
• "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.
• "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.
• "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.
Plus, look for more on economics, fixed income investments and real estate.
Morgan Stanley Investor Insights