Who We Serve
People experiencing a need for guidance to and through retirement
Those going through life events like inheritance, company stock options, divorce, relocation
Anyone seeking a long term ongoing relationship with a “Financial Quarterback” to lead your team of professionals (CPA’s, attorneys, insurance agents)
Delegators in search of professional help with financial planning and investment management
Investors with investable assets of at least $1m or see HMP service as alternative
