Broker Check

Just Starting Out

You are a young professional, single or married, perhaps just had a baby and don’t have enough savings and investments to work with the Fee-only Investment Advisor with the certain asset minimums?  But you need guidance as much as anyone. How do you start out to build a firm foundation for your future?

Some of the questions you may have are:

Client Centered
  • What should I do with my student loans?
  • I am getting married and how do we merge our financial lives?
  • How much should I contribute to my company 401(k) plan and how should I best invest those dollars?
  • How can I develop good money habits that will serve me well for the rest of my life?
  • How do I get organized?

At H&S, we have NO minimums.   We offer a relationship on a consultative basis to help those starting out on their financial journey! 

Our business is built on a foundation of thoughtful client relationships.

Does this sound like you? If so, contact us today!

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