Accumulating Wealth
Build Your Winning Financial Playbook
Create Healthy Financial Habits for the Long Run
As a young professional, you have the luxury of a long time horizon to save, invest, and achieve your goals. But as your financial life becomes more complicated, you may encounter tough decisions and need help prioritizing competing goals. HTG will help you navigate this complex process, ensuring your long-term success.
Savings Strategies & Priorities
Buying a Home
Saving for Kids’ College
Growing & Safeguarding Wealth
Simplify and Optimize your Financial Life
Get Organized and Gain Clarity
Are your finances getting complicated? HTG will help assess your objectives, organize your financial details and accounts, and streamline your money matters. Our discovery process uncovers opportunities to improve your situation, highlighting priorities tailored to your goals and circumstances.
We help by:
- Organizing pertinent information and accounts
- Identifying priorities and goals
- Reviewing risks and opportunities
Strategize and Plan
HTG will create a comprehensive financial plan to assess whether today’s financial decisions align with your goals. Throughout the process, we provide valuable financial education so you feel more confident and clearly understand your financial capabilities. Together, we develop an investment strategy that aligns with your needs.
No stone will be left unturned as we examine all aspects of your financial life and identify moves you should make now to ensure a strong financial future. You will spend less time stressing and more time doing the things you love.
We help by:
- Providing a vision of your financial future
- Identifying optimal savings strategies
- Aligning an investment strategy with your plan
Execute and Monitor
We will guide you through your plan implementation, monitor your progress, and make adjustments as needed, keeping you accountable and on the right path. Our team makes sure critical tasks are completed and not overlooked.
Our commitment to you is ongoing. We stay in touch, track your progress, and regularly reevaluate your plan.
We help by:
- Implementing your plan
- Monitoring progress
- Keeping you on track
START TODAY!
Take Control of your Financial Future
Schedule an introductory call to discover how HTG can give you the support you need and alleviate the stress of managing your finances.
Success Stories
Young Family with Full Plate
Fred and Linda are professionals in their late 30s with two young daughters. They had outgrown their New York apartment and sought guidance on buying a home in the suburbs. Fred and Linda also wanted to be sure they were saving enough for their daughters’ college education while saving for their retirement. Both had small life insurance policies purchased in their late 20s but had not updated their wills since getting married.
Balancing Concentration Risk
Daryl, a Ph.D. in biomedical engineering, enjoys picking biotech stocks, a sector he understands well as head of Research & Development. Professional success has generated substantial financial assets, including a 401(k) plan, Roth IRA, and taxable accounts. Daryl was not confident in investing outside of the biotech industry and not familiar with tax-minimizing investment strategies. He reached out to HTG for advice on designing a comprehensive, tax-sensitive investment strategy.
Executive with a New Job
Judy never expected to be asked to head up the Key Initiatives Division– a great opportunity that came with many new financial issues to consider. The transition would require a move from Texas to California – how would that impact the family and their finances? The compensation increase would be primarily deferred compensation, including stock options – but she already had most of their wealth concentrated in the firm’s equity. “How much is too much?” she wondered. Judy realized that this transition was both exciting and filled with uncertainty.
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Our Services
An integrated planning and investment approach with you at
the center.
