Our services

What HFM does

Committed to providing you with a wide range of services.

Financial Advice

Getting to know your needs and goals, HFM helps creates the plan and guides you through it, thick and thin.

Investment strategy

Proving solutions from Charles Schwab, HFM helps assess the risk, build the strategy, and keep an eye on it.


HFM refers clients to banking establishments for loan and trust alternatives.

Retirement Planning

Reviewing current investments and planning future goals, HFM helps you chart the waters to retirement.

Estate Planning

From educating about to helping prepare estate plans, HFM ensures your family’s plans.


Providing education to clients and their families, HFM ensures that everyone understands the goals and steps.

Our promise

Why choose HFM

HFM guides clients to and through the future.

Years of experience

For over 41 years, HFM has helped customers realize their financial dreams.

Personal approach

More than just a number, HFM cares more about you and your money than anyone who does not share your last name.

Great support

HFM staff is available to help answer questions, access information, and guide clients.