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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.

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  • Home
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    • Cash Flow Planning
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Daily Archives: May 2, 2023

Death of a spouse

What do I need to do when my spouse dies?

Financial Planning, Helpful HintsBy The H Group, Inc.May 2, 2023

  Kristin McKenna, Senior Contributor April 21, 2023 Losing a spouse can be an overwhelming and emotional experience. While it’s possible to organize financial documents ahead of time, there’s no…

© 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 TM (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.

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