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HFS WEALTH MANAGEMENT - Home

HFS WEALTH MANAGEMENT

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HFS WEALTH MANAGEMENT - Home | hfs-wm.com Reviews
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HFS WEALTH MANAGEMENT
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1 wealth management
2 wealth
3 financial planning
4 insurance
5 risk
6 risk management
7 investments
8 consulting
9 foundations
10
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about us,our team,news,client center,planning,consulting,investments,what we do,wish,estate planning,risk management,income tax planning,in a box,strategic business consulting,business succession consulting,tax mitigation planning,latest news,disclosure
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About Us - HFS WEALTH MANAGEMENT

http://hfs-wm.com/about-us.html

Welcome to HFS Wealth Management. HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994. Our mission is to provide superior wealth management services in every client relationship, and, as such, our clients have come to expect an uncommon level of service with uncompromising integrity. Expect an uncommon level of service with uncompromising integrity. HFS clients can expect:. Having wealth can be comp...

2

HFS WEALTH MANAGEMENT - News

http://hfs-wm.com/news.html

HFS Wealth Management Named a Top Firm by CNBC. HFS Wealth Management , a division of Howard Financial Services, LTD, was recently ranked 82nd of the Top 100 Fee-Only Wealth Management Firms in the country by CNBC. The CNBC Digital editorial team, along with Meridian-IQ, evaluated firms based on multiple criteria. To see the report, visit http:/ www.cnbc.com/id/102605785. June Monthly Market Monitor. Identity Theft Part 1-Email and Social Media. Our financial lives, as rarely does a day go by in which we.

3

Planning - HFS WEALTH MANAGEMENT

http://hfs-wm.com/planning.html

A goal without a plan is just a wish. We find most clients initiate a financial planning engagement because they have questions about preparing for the future or in anticipation of an upcoming life event. The HFS Wealth Management financial planning program creates a forum to consider the issues at hand. We take a comprehensive view of your financial life and work to provide solutions that will address long-term needs while being sensitive to near-term circumstances. Your success is our success. This fir...

4

Our Team - HFS WEALTH MANAGEMENT

http://hfs-wm.com/our-team.html

It would be impossible to provide a concierge level service without having the right people to support that mission. Every hire we make at HFS Wealth Management is made with the clients’ best interest at heart. Each member of the team, no matter what their role, commits to providing an uncommon level of service with uncompromising integrity to every one of our clients. CPA/PFS Founder and Chairman. CFP Senior Wealth Manager. CFP Associate Wealth Manager. CFP Director of Wealth. CFP Senior Wealth Manager.

5

Client Center - HFS WEALTH MANAGEMENT

http://hfs-wm.com/client-center.html

HFS Wealth Management Dashboard. This is your “living” financial plan. Your personal Wealth Management Dashboard serves as a secure, up-to-date window into your entire financial world – accessible to you at anytime from anywhere with an internet connection or mobile device. You can see all your accounts, track your spending and monitor your progress over time. The system helps your organize your financial world and stay connected with your Wealth Manager. Click Here to Login. Click Here to Login.

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TEAM - HFS CAPITAL PARTNERS

http://www.hfs-cp.com/team.html

John joined the firm in 2003 and is responsible for the investment activities of HFS Capital Partners. Additionally, he serves as the Managing Director and Director of Investments of our affiliated wealth management firm, Howard Financial Services, Ltd. An SEC Registered Investment Advisor. In those capacities, John is responsible for general firm oversight and firm investment activities including investment research, due diligence and portfolio construction. Prior to joining the firm, Stephen worked in ...

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