- 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
** Discounts may apply