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CFB | HFG > Financial Planning

Financial Planning

Cody Beaumont, CPA, Wealth Planner at HFG Trust
Cody Beaumont | 03.04.22

Financial Planning | Lifestyle | Tax Planning

Things to Consider Before Moving Out of State


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Kevin Floyd CFA CFP AIF is the Director of Investments at Community First Bank and HFG Trust
KEVIN FLOYD | 01.19.22

Current Events | Financial Planning | Market Summaries | Wealth Management

Quarterly Market Review – Q4 2021


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BOB LAGONEGRO | 12.02.21

Financial Planning | Portfolio Management

Why We Stay Globally Diversified in Shifting Markets


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Megan Nichols, Financial Advisor at HFG Trust
MEGAN NICHOLS | 11.01.21

Financial Planning | Lifestyle

A Financial Advisor’s Guide to Holiday Shopping


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couple holding hands over inheritance planning taxes
MIKE TALLMAN | 09.29.21

Financial Planning | Trust & Estate Planning

Remarried? Follow These 3 Steps to Avoid Disinheriting Your Children


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woman wrapping christmas presents at desk with laptop
Nick Parker, CFP® | 11.30.20

Financial Planning | Lifestyle | Personal Finance

Holiday Gifts That Pay Dividends In The Long Run


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bride and groom in vineyard smiling on wedding day
BRENT SCHAFER | 11.20.20

Financial Planning | Lifestyle | Personal Finance

Are Weddings A Waste Of Money?


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American flag waving on the car on the 4th of July, thanksgiving day or during United States Presidential election 2020, Trump vs Biden with voters wearing masks on background
Max Lucas | 10.30.20

Current Events | Financial Planning | Portfolio Management | Wealth Management

3 Facts to Consider When Investing During an Election Year


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Community First Bank | SBA Preferred Lender | NMLS #409021| ABA Routing Number 125108463

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HFG Trust is a subsidiary of Community First Bank. Not FDIC Insured. Not Bank Guaranteed. May lose value.

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