Comprehensive planning is the cornerstone of our business.
Successful investing begins with a thorough understanding of your financial goals. HFG Trust provides access to a customized roadmap based on your individual needs. Building wealth is much more than putting money away every year—it involves maximizing tax regulations and managing risk. We offer a wide range of planning services that focus on estate, tax, insurance, and charitable strategies to help keep you on track to achieve your long-term goals.
Key Planning Disciplines
“It’s like coming to see friends.” – Joanne, Client
Rick and Joanne first came to HFG Trust in 1988, bringing with them their life’s savings. Together, they worked with their advisor, Mike Tallman, CFP®, CTFA, to create a custom financial plan that would allow them to leave the workforce at the age of 57 without making any compromises when it came to their lifestyle in retirement.