SPECIAL ADVERTISING SECTION
Q: What makes your firm unique?
A: Our most unique offering is personalized 401(k) account management for individuals. We effectively step in as a personal advisor to manage what for most is their largest retirement asset—and we do so for a low monthly subscription fee—think Netflix for your retirement. We want to help investors fully utilize the tools they are given at their workplace, in order to help them efficiently plan for their retirement. We strive to make financial planning very approachable in an industry that can sometimes feel like quite the opposite.
Gregory Ostrowski, CFP®, CRPC®, BFA™
Managing Partner | Scarborough Capital Management
Q: More women are finding themselves in the role of breadwinner or family CFO. Does what they seek in an advisory relationship differ from the traditional wealth management experience?
A: Yes! These are bright, capable women. They are seeking a trusted partner, not someone to dictate what to do. They look for exceptional accountability and communication from their advisor.
Are there particular challenges women face in managing their finances?
Women are busy! When it comes to finances, they want an advisor to help simplify their lives and provide them peace of mind so they can focus on what they do best.
Lyn Dippel, JD, CFP®
Principal & Senior Advisor | Bay Point Wealth
Q: How should people select a financial advisor?
A: Our belief is you should choose someone you like, that you could work with long term. You want someone who will be knowledgeable, objective, and independent. You need to look at how that person gets paid and what services they offer. What’s their approach? Their qualifications? Who stands to benefit from the products they’re selling? If the answer is clients, then they’re acting as a fiduciary, and that’s what you want. That’s how we operate at HF Advisory Group.
Ray Hobson, CFP®
HF Advisory Group