Planning for retirement requires more than saving money—it demands careful strategy, foresight, and expert guidance. At The H Group, our retirement planning services are designed to simplify the complexities of retirement and help you achieve financial security.
Our team of experienced CERTIFIED FINANCIAL PLANNER™ professionals work with individuals and families to develop customized strategies. Whether you’re in Oregon or elsewhere in the U.S., a retirement advisor from our team will provide a clear, personalized path for your unique retirement journey.
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.
The right retirement financial advisor can make all the difference in helping you feel confident about your future. We take a holistic approach, examining every aspect of your financial picture to create adaptable solutions that evolve with your life.
Our team specializes in retirement plan services, ensuring your retirement goals—big or small—become a reality. From managing cash flow to timing your withdrawals, we’re here to simplify the process.
For most retirees, managing cash flow is the foundation for a successful retirement. Once the paychecks stop, creating an income strategy becomes critical. Our retirement planning advisors help you evaluate income sources, including Social Security, pensions, and investments while planning for expenses.
We’ll also work with you to develop tax-efficient withdrawal strategies, minimizing burdens and maximizing your wealth. By collaborating with a trusted retirement management advisor, you can build a cash flow plan that works seamlessly with your long-term goals.
This is a common question we hear from our client families. Ensuring that there is money available throughout retirement is a critical consideration.
Nearly every retiree asks: Will my savings last? With a retirement plan advisor by your side, you’ll have confidence in your portfolio’s ability to sustain your lifestyle.
We carefully assess your risk tolerance, future needs, and retirement goals to design an investment strategy that balances growth and protection. Our personalized approach ensures your savings are there when you need them most.
Retirement planning isn’t a one-time event—it’s an ongoing process. Life changes, and so should your financial plan. At The H Group, we stay connected with our clients, ensuring their plans adapt to new circumstances.
Your financial future is too important to leave to chance. Let our team provide the expert guidance you need and deserve.
