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Products & Services

We provide assistance in the following areas:

Unique Experience Exercise 

  • Live Well...Give More
  • Created exclusively for HFA clients
  • Guided self-assessment exercise
  • Balance your life, money and giving

Financial Planning

  • Cash Flow Plans
  • Retirement Plans
  • Retirement Income Plans
  • Insurance Plans
  • Tax Analysis

Investments

  • Fiduciary Accounts
  • Traditional IRAs
  • Rollover IRAs
  • Roth IRAs
  • SEP IRAs
  • Tax Efficient Accounts
  • Variable Annuities
  • Fixed Annuities
  • 401(k) Plans
  • 529 College Plans

Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance


 

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