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Strategic Financial Planning for Tomorrow’s Goals, Today.

We deliver full service financial planning and investment management services to help our clients achieve their personal goals and objectives.

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Trusted. Passionate. Accountable.

Financial Planning is much more than just investment management. At HFA, our comprehensive and strategic financial planning services utilize our experience, independence and objectivity to help you develop, implement and monitor a personalized strategy to best accomplish your financial goals and objectives. Your goals are our number one priority, and we are dedicated to earning your trust each and every day.

We Call It the HFA Difference

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Integrated Financial Planning Made Easy.

We deliver a full range of client-centered strategic financial planning services, and bring together the many pieces of your financial puzzle in a way that is simple and easy to understand.

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We Can Help You Accomplish Your Goals

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Our Team,
in Your Corner.

We are CFP®s, CPAs, CPM®s, and CIMA®s. Most importantly, we are your go-to financial partners, working on your behalf each and every day.

Meet the Team

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Top Financial Concerns, Solved.

How am I going to pay for my child’s education?

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How can I increase my income from investments?

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How do I manage taxes year round to keep more of what I earn?

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How am I going to successfully plan for the next generation?

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How should I allocate my portfolio in a way that balances risk?

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reasons to choose hfa

View the Top 10

Reasons to Choose HFA

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Insights from HFA

Bonds in a Rising Interest Rate Environment

Back in 2010, I remember hearing a portfolio manager from one of the large mutual fund companies, warning about interest rate risk to bond portfolios. This was back in the […]

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A Year of Success, Growth and Client Relationships

Wow! 2017 has been a fabulous year!  Generally, our clients have made a lot of money this year, the stock and bond markets have done great, the US economy continues […]

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New 2018 Tax Rules for Individual Taxpayers

A client asked me “What are the new tax rules for 2018 and what should I do in 2017 to reduce my taxes?” Both Houses of Congress have passed the […]

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