Broker Check

Restarting Individuals

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If you are newly single, you will have some distinct financial planning requirements. Whether it's retirement, life insurance, or long-term care planning, our services are tailored to address your specific needs and guide you through the available options.


Some goals you may be working toward:

  • Developing an action plan for your accounts
  • Updating your investment plan 
  • Reviewing all insurance coverage
  • Reviewing your retirement plan 


Frequently Asked Questions and Solutions 

Q:  How do I better organize my accounts?

S:   We will help you transfer and consolidate all your accounts and/or spouse's accounts. 

 

Q:  How can I stay focused on my financial goals and plans?

S:  We can keep you on track with a cash flow plan or a comprehensive financial plan. 


Q: How can I best manage my 401(k) or other workplace retirement plan?

S:  We offer professional portfolio management of 401(k), 401(1), 403(b), 457 or TSP plans. 


Q:  What's the best way to protect my family?

S:  We can assess your needs and help you find the best insurance product(s) for you. 


Q: How can I ensure adequate college funding for my children?

S:  We have great resources to help you prepare for college funding and cut costs.

The HFA Experience

When meeting with HFA, you can expect an informative session focused on discussing your financial goals, looking at your current financial situation, and developing plan of action for the next steps.

In preparation for our meeting, we will first get some basic information from you, capture questions, and then ask you to complete our HFA Fact Finder. 

During our Introductory meeting, we will review your current financial situation, discuss best fit services and products, and wrap up with a suggested plan of action.

To get started, schedule your complimentary call using our form below.