Financial Planning
It’s your life, your goals. We’ll work with you to develop a plan that’s achievable—and feels right.
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HH’s planning process integrates your interests and needs, adapting to your life choices over time.
your entire financial picture
Funding Your Lifestyle
Today And Tomorrow
Managing assets and cash flow, along with current and future expenses
Protecting
Your Assets
Employing strategies for risk protection—including safeguarding your earning potential
Identifying Tax
Considerations
Strategizing on best-case positioning for your portfolio and income sources
Addressing Estate And
Legacy Matters
Funding your family’s future as well as your philanthropic aspirations
Providing For All
Commitments
Ensuring all your financial promises and responsibilities are sustainable
Reviewing Your Plan
Frequently
Updating as circumstances change; planning is dynamic and collaborative
Goals driven. Not returns driven.
There’s more to a well-lived life than money and resources. HH’s LifePhase Investing® is about building portfolios that will help you reach your goals for every stage of the journey, while addressing concerns about increasing longevity.
Learn about LifePhase Investing®
Discover LifePhase Investing®
A new model of financial planning tailored to your life goals
Build & Grow
This financial phase aligns with your peak earning years, where you gather assets and save. Earning potential, saving discipline, and insurance are crucial.
Transition
The transition phase focuses on strategy execution to shift from earning to reaping rewards. Here, savings and strategizing are impactful as you look toward transitioning to retirement.
Distribute & Deploy
This phase starts when you withdraw from retirement accounts and focus on legacy planning. Strategic investment and optimal withdrawals ensure your goals progress on stable financial ground.
