HFG Wealth Management

In our dedication to being a firm Rooted in Faith, Focused on You™, we are now offering Biblically Aligned Investing (BAI). BAI helps investors align their finances with their faith by avoiding companies that profit from or substantially promote activities contrary to biblical principles. BAI integrates Nobel Prize winning academic and behavioral research with biblical principles to provide a complete approach that balances financial goals with faith-based values.

Planning the direction of your wealth can be difficult, but we're here to walk you through those hard decisions. Within the first two hours of joining our firm, a new client discovered the power behind finding your purpose and using it to plan your wealth. Experience the unique journey she did and discover the for yourself.

ATTENTION BUSINESS OWNERS:
Don't wait for the end of the year - Now is the time to meet with your tax advisor to strategize end-of-year spending.

Our team plays just as hard as we work!

Scott Francis is the newest member of the HFG team and recently caught some quality time with his daughters during a family trip to Ketchikan, Alaska.

School starting this month is the perfect time to invest in the next generation of professionals in your local community. For those in Montgomery County, look no further than Education for Tomorrow Alliance (EfTA). As a nonprofit organization, EfTA prepares students to be leaders in their careers and communities through experience sharing from professionals like you.

Students are heading back to school, giving you the perfect opportunity to help them thrive with strategic financial planning. Have you considered offering a scholarship as part of your legacy or business tax strategy? Here are two easy ways to reduce your tax liability while investing in the next generation:

- Donate a portion of your estate to an existing scholarship foundation. Contributions are tax-deductible and can help lower your estate taxes.
- Create a scholarship foundation through your estate or business to solidify your presence in the community and give to a specific group or area. These scholarship trusts must be irrevocable and follow IRS guidelines to remain tax-exempt.

Sending your child to college for the first time comes with many emotions, and it can be challenging to remember everything you and your student need to prepare in advance. At the top of that list should be the following medical forms, so you can access your student’s medical records and make decisions in an emergency:

University/College FERPA waiver - this form allows your child to select what kinds of information the college is allowed to share with you.

HIPAA release for the campus health center, current doctors, and nearest hospital - this allows physicians to share information and medical records with you. https://eforms.com/release/medical-hipaa/

Medical POA - a medical power of attorney allows you to make medical decisions for your child when they can’t speak for themselves. You’ll want to make sure you follow regulations for the state you live in and the state the college is in. https://eforms.com/power-of-attorney/

Want to enjoy a night out and support a good cause? Houston Restaurant Weeks eks gives you that option! Now through Labor Day, every ONE dollar spent at participating restaurants provides THREE meals to Houston Food Bank ank. Check for your favorite restaurant here: https://houstonrestaurantweeks.com/

Who says you can't have your cake and eat it too?

As Americans, we have the liberty to act, speak, think, and worship freely. This precious liberty was fought for, and it has been upheld for more than two centuries, at great cost. As we enjoy the holiday, it is worth remembering that we live in a nation like no other, born from a brave and courageous vision and sustained by those who believe in the American dream.

https://www.woodlandsonline.com/npps/story.cfm?nppage=78876

HFG Wealth Management Welcomes Scott Francis as New Wealth Advisor HFG Wealth Management, a leading independent wealth management firm, is delighted to announce the addition of Scott Francis t

Memorial Day is the nationally recognized day to honor and give thanks to the brave men and women in our Military and also to their families.

We, at HFG Wealth Management, sincerely thank you for your sacrifices whether you are a veteran, are currently serving in the Armed Forces, or have memory of your fallen solider to hold near to your heart. We are also grateful for the freedoms that we are all blessed to have because of your dedicated service. Please remember that these courageous men and women in our Military are always in our thoughts and prayers and never forgotten. May God bless you and your families for your servitude to these United States. Let us not forget to always remember those who serve and have sacrificed for those freedoms as we honor their courage today and every day.

A very special day is here– Mother’s Day. Today is the day to honor and celebrate our mothers in remembrance of all that they have done for us, and continue to do throughout our lives to help shape who we are today and will be in the future.

Mother’s Day provides us all with the opportunity to reflect on the impact our mothers have and celebrate them by allowing a day of rest while showing gratitude and love. And, if your mother has passed, please hold those memories tightly and share the memory of her with others. May this day be the gentle reminder to us all to celebrate our mothers more often.

Have a wonderful Mother’s Day!

We are proud to share this upcoming event from our friends at B.R.A.K.E.S. with Doug Herbert

Please visit www.putonthebrakes.org to register

Voting ends tonight at midnight!

If you would kindly take a moment to cast your vote for HFG Wealth Management in the following categories, it would be greatly appreciated!

Financial Services for 2024:
• Business of The Year
• Best Financial Planner CFP ( #17)
• Best Insurance Agency or Agent ( #18)
• Best Wealth Manager & Financial Advisor ( #19)

You are the reason we are among the best of the best!
We kindly ask for your support in nominating HFG Wealth Management, LLC as the top choice within "Financial Services", in the following categories:
Best Financial Planner CFP ( #17), Best Insurance Agency or Agent ( #18), and Best Wealth Manager & Financial Advisor ( #19).

Your vote would mean the world to us. Please be sure to submit before the contest ends on February 21st.

Thank you for considering us!

On F‌ebruary 19, Presidents’ Day is celebrated and offers a time to pause, reflect and honor our nation's rich history and salute former Presidents for the legacy of leadership they have provided our Nation for more than two centuries.

From the birth of a N‌ation to freedom and equality for all, let us celebrate and be thankful for our freedom and honor the men who have led this Country to greatness.

Stars, stripes, and best wishes for a Happy Presidents’ Day!

Larry Harvey and The HFG Team

You're the reason we are among the best of the best! We were honored last year to earn Woodlands Online's 2023 Best of the Woodlands in two categories!

It's time again to vote for the best. It would be a privilege to have you vote HFG Wealth Management, LLC as the best in the following categories under "Financial Services" for 2024: Business of The Year, Best Financial Advisor, Best Financial Planner CFP, and Best Insurance Agency or Agent.

We would be grateful for your vote! The contest ends February 21st, please submit your vote soon!

https://www.woodlandsonline.com/spgs/bestof/

Clarissa Comeaux has been promoted to Operations Manager. While at HFG, Clarissa has consistently demonstrated an understanding of commitment to service and the importance of clients' needs. Amidst the firms continued growth, Clarissa will be responsible for maintaining operational efficiency at the same level that HFG clients have been accustomed to.

We invite you to join us in congratulating Clarissa on her well-deserved promotion. Your support has been instrumental in our journey, and we are honored to celebrate these achievements with you.

Matthew Harvey, who has been a Wealth Advisor for the past year, has been appointed as the Director of Financial Planning. Matthew will combine his educational and financial expertise to spearhead HFG's efforts in developing a strong team that will focus on customized financial solutions for our clients. Matthew will be based out The Woodlands, but will be responsible for servicing all of HFG’s offices and clients.

We invite you to join us in congratulating Matthew on his well-deserved promotion. Your support has been instrumental in our journey, and we are honored to celebrate these achievements with you.

Kathryn Bates has been promoted to the positions of Chief Operating Officer and Chief Compliance Officer. In her previous role as Business Manager, Kathryn played a pivotal role in driving operational efficiency and ensuring compliance with industry regulations. Her promotion reflects her dedication to upholding the highest professional standards and paves the way for the continued success of HFG.

We invite you to join us in congratulating Kathryn on her well-deserved promotion. Your support has been instrumental in our journey, and we are honored to celebrate these achievements with you.

Do you want to invest in another home as part of your financial plan? At HFG Wealth Management, we can help with all aspects of your personal investments. We can advise you on the best time to purchase another home, what areas will see a bigger return on your investment, and how to utilize home purchases to help you reach your financial and retirement goals. An experienced financial advisor can answer any questions you have and consult with your real estate agent to make sure your needs are met. Visit https://www.hfgwm.com/ to speak with an advisor at HFG Wealth Management.

Are you unsure of how to choose your beneficiary designations for your estate? Choosing beneficiaries can be more complicated than you may expect. HFG Wealth management can provide beneficiary designation counseling to help you examine details you may not have considered, such as government benefits, tax implications, and more. As experts in wealth management, we’ll consult with you to review your current designations and determine what changes, if any, should be made to better meet your family’s specific circumstances. Visit https://www.hfgwm.com/ to schedule an appointment with HFG Wealth Management today.

Do you need advice from an experienced investment advisor about your portfolio? At HFG Wealth Management, our goal in our initial consultation is to understand what your investment goals are and how we can help you reach those goals. Once you’re a client, we regularly analyze your portfolio to ensure it’s on a trajectory that will help you reach your goals. We properly manage your portfolio by making adjustments as needed, depending on if and how your goals change or how other life changes impact your investment plan. Start the process of smart investing by contacting HFG Wealth Management at https://www.hfgwm.com/ today.

Are you wondering what the options are for rolling over an old 401k? HFG Wealth Management can help. As experts in wealth management, we can analyze and manage your current portfolio to help determine the best option for a 401k rollover and make sure it’s monitored appropriately so that you’re able to reach your investment goals. An experienced investment advisor will review your financial goals and situation, then craft a unique, comprehensive plan that utilizes your 401K rollover to meet your needs. Schedule a meeting with an advisor at HFG Wealth Management by visiting https://www.hfgwm.com/ today.

Do you need someone to analyze your portfolio and help with risk analysis? An investment advisor at HFG Wealth Management can help. With broad experience in portfolio analysis and management, risk analysis and management is a major component in helping clients be successful in their investments. Not only can we help you determine your preferred level of risk tolerance, but we’ll also examine the multiple components related to risk management in order to maximize return on investments. To schedule your appointment with HFG Wealth Management, visit https://www.hfgwm.com/ today.

Does your company need help creating a retirement package specific to your company’s needs? At HFG Wealth Management, we offer retirement package advising to help employers maximize retirement contributions to benefit company owners as well as employees. Crafting the right retirement plan allows you to recruit top talent and maximize company profits. With an advisor guiding you and your employees through the retirement planning process, you’ll have a well-designed plan that avoids compliance issues and is beneficial for you as well as your employees. Learn how HFG Wealth Management can help by visiting https://www.hfgwm.com/ today.

Do you have specific ways you’d like your estate to be divided among your heirs? An important part of wealth management is estate planning, which includes inheritance planning. Experts of HFG Wealth Management can help you with inheritance planning to ensure specific assets are divided properly to your heirs according to your wishes. Once the inheritance plan is complete, we’ll help you craft a legally enforceable estate plan so that you and your beneficiaries have peace of mind that your affairs are in order. Contact HFG Wealth Management at https://www.hfgwm.com/ to schedule your discovery meeting today.