Your
Financial
Partner For Life
Our mission is to be Your Financial Partner For Life. This means that we strive to take care of all your financial needs under one roof. Our team of experts work collaboratively to form a truly holistic counsel to ensure you receive sound advice, precise execution, and most importantly, world-class service. At HFG Trust, we firmly believe that it all begins with establishing a clear vision of your personal goals. With this purpose, we combine fiduciary advice and an entry-to-exit service to build a roadmap that guides you through every stage of your life
“As you progress in your career and life, compensation plans become less straightforward and financial management becomes an increased responsibility. At HFG Trust, we are here to simplify that responsibility and be your financial partner for life.”
– Cody Beaumont, CPA, CFP®, Financial Advisor
Key Planning Disciplines
HEALTH PLANNING
Healthcare continues to be one of the most costly areas of retirement, but planning now can help you with these expenses in the future. As we age, much of our cost of living depends on the amount of money we spend on healthcare each year. Working with our financial advisors, clients are able to plan for medical expenses that may become more frequent later in life, such as reoccurring office visits and prescriptions.
RISK MANAGEMENT
While creating a personalized, in-depth risk management strategy is one of the most valuable things you can do for you and your family, identifying the right home, life, disability, and liability insurance policies can be a daunting process. Our advisors are here to not only identify your areas of risk, but to connect you with an agent equipped to provide you with the safeguards you need to minimize the financial impact of unforeseen, adverse life events.
Unique Services
- Advise on Nonqualified Supplemental Savings Plans (NQSSP) and
- Supplemental Savings Plans (SSP) deferral elections and investment choices.
- Education and modeling of future cash flows for the following
- compensation plans:
- Nonqualified Supplemental Savings Plans (NQSSP)
- Supplemental Savings Plans (SSP)
- Management Incentive Compensation Plan (MICP)
- Long Term Incentive Plans (LTI)
- Education and advise for Incentive Stock Options (ISO’s) and Restricted
- Stock Units (RSU’s)
- Tax analyses and advise/forecast of quarterly estimated tax payments
- Financial guide for expatriates
