Through diligent research, and a comprehensive understanding of the markets, Hinds Financial Group actively watches over your portfolio to make sure you remain on track to reach your goals. We do not make changes for sake of changing, but rather properly review every action based on your needs and goals.
Today, it is more critical than ever that you work with an advisory firm who cares about you and proactively manages your portfolio; one that meets with you regularly to educate and inform you. We help you stay on track, and make adjustments to reduce risk while continuing to have exposure to market upside. And we communicate on a regular basis. See more about our Retirement Planning and Life Events Planning Services.
Our services include, but are not limited to, the following:
- Investment Analysis to determine the appropriateness of current investments relative to our clients’ needs and risk profile.
- Investment Management, which includes disciplined research and sophisticated strategies.
- Retirement Income projections to determine much income our client will have and for how long.
- Strategies for structuring income.
- Review of beneficiary designations.
- Insurance planning.
- Strategies for funding college education.
- Philanthropic planning.
- Estate planning guidance.