Skip to content

View Our Brochure

Account Access

Refer a Friend

X page opens in new windowFacebook page opens in new windowLinkedin page opens in new window
Wealth Management CFP® Advisors – The H Group, Inc.
Independent Wealth Management Solutions
Wealth Management CFP® Advisors - The H Group, Inc.Wealth Management CFP® Advisors - The H Group, Inc.

CLARITY & CONFIDENCE
in a Complex World

  • Home
  • About Us
  • Find An Advisor
  • Our Clients
  • Our Services
    • Cash Flow Planning
    • Estate Planning
    • Investment Planning
    • Retirement Planning
    • Risk Planning
    • Effective Tax Planning
  • News
  • Contact Us
  • Home
  • About Us
  • Find An Advisor
  • Our Clients
  • Our Services
    • Cash Flow Planning
    • Estate Planning
    • Investment Planning
    • Retirement Planning
    • Risk Planning
    • Effective Tax Planning
  • News
  • Contact Us

Daily Archives: November 30, 2022

Roth Conversions

Is this year the best time to consider a Roth Conversion?

Financial Planning, Helpful Hints, Tax PlanningBy Elizabeth OrozcoNovember 30, 2022

With the markets down from this time last year, Roth conversion may be a perfect option to yield additional tax benefit when moving money. Using Roth Conversions to Reduce Taxes…

© Copyright The H Group Inc. All Rights Reserved. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investment Advisory services are offered by The H Group, an SEC Registered Investment Advisory firm. Advisory services are only offered where The H Group and its representatives are properly licensed or exempt from licensure. The Certified Financial Planner® (CFP®) certification is obtained by completing an advanced college-level course of study addressing the financial planning subject areas that the CFP® Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, a comprehensive certification exam and agreeing to be bound by the CFP® board’s standard of professional conduct. As a prerequisite, the individual must have a bachelor’s degree from an accredited college or university and have at least 3 years of full-time financial planning experience (or equivalent). This designation requires 30 hours of continuing education every 2 years and renewing agreement to be bound by the standards of professional conduct.

ADV III | Privacy Policy
Go to Top