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Holiday Gifts That Pay Dividends In The Long Run

Christmas online shopping for holiday gifts HFG Trust

For all the reasons that need not be rehashed in this space, 2020 has been a year that we’ll always remember. But even still, the calendar marches on toward cooler weather and the celebration of the winter holidays. Regardless of whether you choose to spend this time with loved ones in person or virtually, the holiday […]

Are Weddings A Waste Of Money?

wedding of Brent Schafer and his wife HFG Trust

2020 has been a crazy year. But with all that has happened in recent memory, there has been some good that has come during this pandemic. For me, this included celebrating my marriage in October to my college sweetheart, Joslyn. Even though it was all a blur, it was a wonderful day spent with friends and […]

2019 Business on a Roll Award

William Wang Managing Director for HFG Trust

What has driven our intensity to work and serve has been our mission and cause; and that passion is not limited to our CEO and executive management. It permeates through our entire organization and everyone that serves as part of the “whole.”

5 Easy Ways to Teach Your Children About Money Management

“It’s just like riding a bike.” When a skill comes naturally to us despite not using it for several years, we say “it’s just like riding a bike.” When we learn how to ride a bike as a child, it doesn’t matter how many years it has been, we always remember how to get back […]

Finance 101: How to Have the “Money Talk” with Your Partner

Brent Schafer Wealth Planning Manager & Financial Advisor HFG Trust

Since beginning my career with HFG, I have gained valuable insight into the world of personal finance that has inspired me to create a new video series: Finance 101. Each week, I will be sharing my tips and tricks here through a series of short, educational videos aimed at providing individuals of all ages with […]

What Marathon Training Taught Me

retirement planning guide HFG Trust

Success, Persistence, and When to Ask for Help At the 2018 Client Appreciation Event, we heard from Caroline Gaynor, Regional Director for Dimensional Fund Advisors and seasoned triathlon guide for the visually impaired. Caroline shared her experiences competing in triathlons, and the time, effort, and dedication it takes to prepare for such events. As I […]

3 Steps to Financial Freedom

Megan Nichols Financial Advisor HFG Trust

  Even though there is a ton of advice floating around about how to be financially successful, many people still struggle with managing their money. The truth is, financial success doesn’t need to be complicated, time consuming, or overly restrictive. Below I have compiled three simple steps that will set you on the path to […]

On Purpose: How Goal-Setting Shaped My Career

“If you aim at nothing, you will hit it every time.” –Zig Ziglar My journey with HFG began in January 2016 when I joined the Service Department as a Client Service Consultant. Nervous, excited, and lacking any prior experience in the financial industry, I suddenly found myself in the thick of it – processing client […]

A Day in the Life of Service

As a member of the Service Team, my day starts off with reviewing my tasks and deadlines. The team takes pride in ensuring we process transactions such as distributions, rollovers, and transfers within a desired time period. We’ve created time frames for transactions that ensure we are being as efficient as possible and are staying […]