The Face of Common Cents
At HF Advisory Group, you can expect simple unbiased financial advice.
We give our clients real individualized attention. Every family has a different idea of what their financial goals are and how they want to get there. We tailor plans to each of our clients’ specific needs.
As a fiduciary, we are obligated to give you wealth management advice that is in your best interest. We follow a six-step plan with all of our clients. 1. gather data 2. set goals 3. analyze data 4. create the plan & recommendations 5. implement the plan 6. monitor the plan.
Step Five, “Implement the plan” is the most important part of the financial plan. Meeting with a financial advisor to gather, analyze data, & make a plan will only be successful if the plan is executed.
We help our clients through every step of the process. We want you to know we’re here to support you in all stages of your wealth-management journey. That includes getting to — and across — the finish line of accomplishing your financial goals.
166 Defense Highway Suite 102 Annapolis, MD 21401 410-571-1415 www.hfadvisorygroup.com
