H Financial Management

"Helping people manage and simplify their financial lives."

 

H Financial Management is an independent financial service firm you can trust to help you manage your financial life no matter how complicated it gets. Our customized financial plans are designed to help grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service.

 Our mission is to create and maintain wealth for our clients through long-term effective asset management. We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring those goals, and keeping them informed of the progress and achievement of those goals.
 



Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

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