Broker Check

- 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 ™ professional (CFP®) and Certified Public Accountant (CPA)

- NO 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 offerred 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