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Self Directed Investor / Financially Disorganized

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

 You may be thinking:

Client Centered
  • I choose my own investments, I just need someone to help organize my financials

  • How do my investments fit in with my goals

  • Am I on track to reach my goals

On a consultative basis, we can help you organize and track your financial information in a way that can help you and us create a sound Financial Plan. By being organized you will save money, be able to set goals and see your progress,  Partnering with H&S, you will have an advocate and someone to be accountable to when you set your goals. Remember the old saying, A Goal without a Plan is Just a Wish. Creating and executing a comprehensive Financial Plan will increase your chances of success.

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

Thank you!