HN Financial Group
About
I have been working with clients for 20 years. I use an online portal to interact with and constantly communicate my clients goals and our progress.
I most enjoy that everyone has a unique situation and level of complexity. I am rewarded by helping families stay on track with their financial goals by managing the resources they have.
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Frequently asked questions
What is your typical process for working with a new customer?
We have a discovery call to identify and discuss financial and retirement goals. This is followed by going over a detailed questionaire and risk assesment.
In a second meeting I will address areas for improvement and answer some basic questions on my process, fees and agreements.
A third meeting is a commitment meeting where we decide if we are going to work together and what type of engagement we will have.
What education and/or training do you have that relates to your work?
I have the following FINRA registrations:
Series 3,6,7,24, 63 and 65
I am also CA. Life Insurance Licensed : 0C930997
I have a financial planning designation from UCLA. The PFP designation.
In addition I have a 20 years of experience working with retirees and pre-retirees.
Do you have a standard pricing system for your services? If so, please share the details here.
Yes i do have a standard pricing model.
Financial Planning is flat fee depending on complexity.
I also charge an Asset Management Fee based on the assets that i manage for my clients. This is a scale starting at 1.25% anualized to 0.25%.