Making your money work to achieve your financial goals is a vital component of a sound financial plan. For investment planning in Oregon, many investors have turned to The H Group. We help them take care of their needs today and plan for tomorrow.
Contact us for a personalized investment plan.
Several factors go into every good investment plan. The first step is to get a deep understanding of you as an individual, and your definition of success. Far too many investment managers skip this crucial step in investment and financial planning. Instead, they try to implement cookie cutter investment strategies.
At The H Group, we take a different approach by first understanding our clients. We then create a tailored investment planning solution to help them achieve their daily and long-term goals. Investment planning must always begin with understanding.
Our client families utilize investment portfolios that are designed based on their unique needs. Our professional advisors then actively manage these portfolios. No two clients are exactly the same, so why should their portfolios be the same?
We aim to deliver growth and results while managing risk based on your risk tolerance profile. Most importantly, this risk tolerance must be reviewed regularly. This ensures your financial and investment plan is consistent with your wishes and stage of life.
As you near retirement, your investments become incredibly important as a part of your overall plan. Our job is to regularly connect, review your goals, assess your timelines, and re-allocate your investments as needed. Most importantly, our job is to educate you about how investing strategies can, should and will change over time.
In addition, there are a wide variety of investment vehicles available to help you meet your individual goals. Choosing one over another can mean the difference between tax efficiency and a tax burden. We help navigate the sometimes muddy waters of investment vehicles so you can choose the one that’s right for you.
Financial and investment planning doesn’t have to be confusing. For investment planning in Oregon and nationwide, our team of CERTIFIED FINANCIAL PLANNER® professionals are here to support you.
We join you on the journey to plan now and for the future—from budgeting to estate planning. Building an investment plan is so much more than numbers on a page. This is your family’s future. Care, understanding, and attention to detail come standard.
