The H&H Perspective
Are you concerned about creating a predictable retirement income stream in a world full of tumult and uncertainty?
Managing your assets can make your retirement years more stressful than your working years! H&H is here to help. We have fine-tuned a process in which we help you take your existing wealth and provide investment strategies with the goal of providing you with a consistent source of income while managing against risk - even in today's unpredictable markets.
“Our first meeting’s sole purpose is to get to know you through our fact finding interview,” says Mitchell Hesen, CFP®, ChFC®, “We empower you with the knowledge and information you need to make educated decisions. Then, we follow up throughout the year to track your progress and provide any personal attention you may need.”
“Our intent is to provide such a high level of service and personal attention to our clients that they cannot help but tell their friends about us,”
-Ryan Haslam, CFP®.
Here’s how our process works:
Fact Finding: Here we get to know your goals, needs and expectations.
Analysis: According to your needs, we may do the following analysis:
- Pre or post-retirement analysis
- Investment portfolio analysis
- Estate plan analysis
Education: We will help you understand multiple strategies that help you pursue financial independence, such as:
- Retirement Income strategies
- College Funding strategies
- Investment portfolio construction tailored to your specific needs
- Charitable gifting strategies
- Estate planning strategies
Implementation: Here we help you make specific decisions and take appropriate steps toward your goals. We are knowledgeable and properly licensed to use the following financial tools:
- Investment Tools:
- Mutual Funds, ETFs, REITs and UITs
- Stocks and bonds
- College 529 plans
- IRAs, 401(k), brokerage accounts
- Protection products:
- Life Insurance
- Long-Term Care Insurance
- Disability Insurance
Periodic Review: We plan to see you at least once per year to update your plan and make adjustments as life dictates.
No strategy assures success or protects against loss. Investing involves risk including loss of principal.