Our Method – Your Benefit

 

The H Financial Retirement Income Roadmap

We begin all of our client relationships with the development of a personalized financial roadmap to meeting their individual retirement income goals. We have developed this in-house process through multiple decades of managing finances in the advocacy of our clients. Over the years it has come to be known as the H Financial Investment Roadmap.

Our clients’ retirement funds may originate from a Marcellus Shale oil and gas contract, the sale of a small business, a 401k rollover from an employer, a pension fund, or a combination of several investment vehicles. Furthermore, each individual’s situation is different in terms of money needed in retirement, the desire to pass on a legacy, or the need for funds to be liquid. Despite these differences, our 4-step process ensures that we provide “individual services for the individual needs” of our clients.

The Four-Step H Financial Retirement Income Roadmap

• Listening. We begin your financial process by listening to you, your needs, and your dreams for the future before we recommend a strategy tailored to your needs.

• Planning. This step is comprised of reviewing your existing allocations in relation to your current needs and objectives while identifying any special attention areas and changes that may protect and strengthen your portfolio. Your resulting investment plan will be designed to help you attain greater control and provides an overall picture of your current investments.

• Deciding. Deciding on an asset allocation model with juxtaposition to your existing allocation will help to identify any potential shortcomings and define which actions will strengthen your portfolio. We will discuss possible adjustments and restructure your present allocation to the new model agreed upon.

• Reviewing. Quarterly reviews will help to ensure that your portfolio is on track and will give you the opportunity to ask questions directly. This step goes hand-in-hand with our commitment to a high contact style of client management.

To set up a consultaion with one of our professionals, please give us a call at 1-800-344-5434 or request a consultaion through our online form. Request a Consultation Today