Edit me
Task List
The Advisors of HFG are licensed Investment Advisor Representatives with LPL Financial and as a Fiduciary, held to the highest standard of client service and confidentiality. Should you choose to engage in an investment advisory and financial planning relationship, we are required to act in your best interest at all times. We understand that a holistic financial plan and investment advisory relationship is not right for everyone. If your financial needs are specific to just one or two areas of your financial household, we can focus our resources to those areas that are of top priority to you.
Task List
Bar Graph
Financial and retirement planning through goals based wealth management
Extensive Knowledge of the GM, Delphi, FCA and Ford Benefit Packages
Executive compensation, STIP (Short Term Incentive Plan), RSU (Restricted Stock Unit), PSU (Performance Share Units), LTIP (Long-Term Incentive Plan)
Estate planning
Tax planning services
Investments including managed investment portfolios, mutual funds, exchange traded funds, real estate investment trusts, direct participation programs, and limited partnerships
Insurance including life, health, and annuities
401 (k) distribution planning
Education account planning
NextGen planning for clients’ children
Technology via our client portal including account consolidation software, “robo-advisor” alternative options, and video conferencing
Pie Chart
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
Kevin Pierce, CFP®, AIF®
Brian Herbert
Scott Torosian, CFP®
Thomas Mahfet
Shane Weston
Kara Case, CFP®, CFA
Deanna McHugh
Alec Wycoff
Danielle McKenna
Brandon Basela
Neepa Vagadia
Liz Kasha
Kathy Williams
Dawn Trotto, CPA, MSF
Evelyn Herbert
Thomas Mohan, PLLC
Brian Jenney, LL.M.
Carolyn Howarth