Broker Check

How We Work With Clients

Our process is designed so that we can provide well informed, unbiased recommendations and solutions. We want to uncover where you are now, where you want to be, and the steps required to work towards your objective. Remember, "People don't plan to fail; they fail because they don't plan."

Initial Meeting and Consultation

During our initial meeting we will listen and ask questions until we understand exactly where we think our professionals can add value.   

Determine the Scope Of Our Engagement

Our goal after the initial meeting is to find a relationship model that works for you.  We believe that all successful relationships start with understanding how you would like to work with us. This includes an upfront agreement and understanding about our costs and how they are based on the amount of work in developing, discussing and monitoring your financial plan.

Analyze Your Situation

HLG Wealth Management has a team that consists of Certified Public Accountants and CERTIFIED FINANCIAL PLANNER™ professionals. We have both the research tools and tenured staff to provide an in-depth analysis on your current financial situation. By having professionals under one office with diverse backgrounds in tax planning, financial planning and wealth management, you can be confident that the work being done for you is relevant to your financial situation backed by several years worth of education and experience. 

Delivering Your Plan and Recommendations

Our recommended plan of action will be objective and without conflict from a third party. It's all too common for financial firms to offer a "plan" for free and customize the content to lead you to their proprietary investment product. It's a sales pitch which devalues the importance of objective advice. Our recommendations will include several options for implementation that are not tied to a single firm or product.  

Implementation of Recommendations 

HLG Wealth understands you have choice when implementing your plan, and we want to make it clear our recommendations are not designed to lead you back to our wealth management platform. We want you to continue your engagement with us because were able to prove advice that was meaningful to your overall financial life instead of how well our investment managers performed over the last six months. With that being said, we have experienced that our clients have a higher commitment to implementing the recommendations when we are retained as their life financial planners and investment consultants. 

Ongoing Monitoring of Your Plan

We have the tools and technology to make sure we work with as you navigate your financial life. It's not acceptable for a wealth management firm to call you quarterly and focus on your asset allocation. With Your Financial Website, we can help you manage everything, and the impact of your financial decisions will be reflected in a real time snapshot while all of your accounts are updated daily. A dedicated advisor keeps you on track over the long term, and we have the resources in place to help you focus. For more information on the technology available to you as a client of HLG Wealth Management, please click here.