Surpassed Over Half a Billion in Assets Under Management 2022
We have proudly spent over 38 years in the metro-Detroit area building our firm on a solid foundation of integrity, trust, and accountability.
We have a professional, educated, and credentialed team of CERTIFIED FINANCIAL PLANNER™ Professionals, a Chartered Financial Analyst®, a Retirement Income Certified Professional®, and an Accredited Investment Fiduciary® along with strategic partnerships with certified public accountants, estate planning attorneys, elder care attorneys, health insurance agents, mortgage consultants and estate/care coordinators.
We help to design and implement personalized and comprehensive wealth management solutions for affluent clients, business owners and automotive executives and employees.
We provide our clients with a consultative, team-based approach that examines all aspects of their financial lives at both the “macro” level of investments, insurance, estate, and taxes, and also the “micro” level of household cash flow. We utilize a unique five-step financial wellness plan as a visualframework to assist in identifying the strengths and weaknesses of your financial household. With the guidance of an HFG advisor, we assist you in turning identified weaknesses into strengths with a timeline of completion specific to your situation and resources.
Financial and Retirement Planning through Goals-Based Wealth Management, Investments, Estate Planning, Tax Planning, Insurance, Education Planning, 401k Distribution Planning, NextGen Planning, Retirement Consulting, Specialized Automotive Financial Planning with Extensive Knowledge of Executive Compensation and GM, Delphi, FCA and Ford Benefit Packages.
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The Advisors of HFG collectively serve more than 9700+ accounts with over $660,000,000 in brokerage and advisory assets1
CERTIFIED FINANCIAL PLANNER™ Professionals
Retirement Income Certified Professional®
Chartered Financial Analyst®
Accredited Investment Fiduciary®
Certified Public Accountant Estate Planning Attorney Elder Care Attorney Health Insurance Agent Mortgage Consultant Estate/Care Coordinator
Our Holistic Planning Process
20Conduct a Comprehensive Analysis of Your Overall Financial Situation
20Identify Your Financial Goals so they are Measurable and Manageable
20Determine Your Financial Time Horizons
20Assess Your Risk Tolerance
20Create an Investment and Asset Allocation Strategy
10Develop a Holistic & Comprehensive Financial Plan
10Engage Directly With Your Other Professional Advisors (Ex: Accountant or Attorney)
10Ensure Follow Through on Plan Implementation
10Retirement Income Planning
10Continued Guidance, Advice & Monitoring of Your Financial Plan
10Personal Service From a Dedicated Team of Professionals
10Access to a Personalized Financial Portal to Keep You Informed
www.hfgllc.com ◆ 2701 Cambridge Court, Suite 530, Auburn Hills, MI 48326 ◆ 248.482.2600
1$307,137,926.83 in Brokerage Assets and $359,008,684.52 in Advisory Assets - Data as of 2/1/22
2You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial and Herbert Financial Group.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Herbert Financial Group and LPL Financial are separate entities.