We aggregate and report on accounts not managed by HFI. Company retirement plans, 529 education accounts and accounts held at brokerage firms can be seamlessly aggregated for real-time reports and performance reporting, giving you a complete view of your financial picture.
How does Solution 360° enable us to easily evaluate where you are today and develop effective strategies for the future? Just click here and take a look…
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Please remember to contact HFI Wealth Management, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that HFI Wealth Management to effect any specific transactions for your account. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request.