Benefits of H&S Tax & Wealth Advisors

• As a Fiduciary, we are committed to maintaining the highest standards of integrity and professionalism by acting in our clients best interest
  
  
• Work exclusively with the founders of H&S Tax and Wealth
  
  
• Founders consists of a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA) and Certified College Financial Consultant (CCFC).
  
  
• LOW minimums
  
  
• H&S utilizes webcam technology for reviews and meetings - no matter living 5 miles or 5000 miles away from our office.
  
  
• Proactive NOT Reactive to our clients needs
  
  
• Fee ONLY Registered Investment Advisor (We do NOT get paid commissions), there are no conflicts of interest.
  
  
• Able to coordinate financial planning, estate planning, tax planning, investment management and risk management all in house
  
  
• Tax preparation offered by our affiliate, H&S Tax Associates**
  
  
• Tax planning, not just at tax time but throughout the year, at no additional costs
  
  

Contact us today!

** Discounts may apply