The Retirement Confidence Survey conducted each year by the Employee Benefit Research Institute (EBRI) took a slightly different tack in 2020. After completing its initial outreach in January — the 30th in its annual series — EBRI decided to conduct…
The H Group, Inc. is an independent, fee-only Wealth Management firm. Founded in 1990 and registered with the Securities and Exchange Commission as a Registered Investment Advisory firm, we are now recognized as one of the largest independent financial planning firms in the Northwest. We are dedicated to our clients’ success. We strive to understand your needs and then provide practical solutions and effective solutions to your problems. By conducting our business with uncompromising honesty and integrity, we are confident that we will earn your trust and respect.
Most of our clients are financially comfortable retirees and successful individuals who have accumulated significant assets. They are conservative-to-moderate risk takers, and most of them were referred to us by other clients or by professional advisors. Our clients seek long-term relationships with their advisors. They appreciate our knowledge and expertise, but it is our care and concern for our clients that they value most.
Your financial future is too important to leave to chance. Our experienced group of credentialed financial advisors average nearly 20 years of experience in the financial services profession. All of our senior advisors are CERTIFIED FINANCIAL PLANNER™ (CFP) professionals.
Our Clients Are Busy People
They prefer to spend life focusing on their families and careers, rather than sorting through the increasingly difficult and complex world of personal finance. They entrust us to be a part of their team.
Our Clients Are Multigenerational
We are proud to work with our clients across decades and generations. It’s not uncommon for our conference room to fill with two or three generations, all collaborating, all on the same page.
Our Clients Trust Us
We work every day to earn and maintain the trust of the clients we are privileged to serve. We actively seek ways to make their lives better and genuinely enjoy helping.
Our Clients Value Time
They recognize the value of their time – and our expertise. In our work together, we strive to create clarity through customized planning and empowerment through ongoing education.