At HBW Financial Advisors, we believe that no single investment philosophy is right for everyone. Further, we believe that different philosophies may capture market returns at different times. Our overlying philosophy is simple. We want to get to know you in order to help you make the best decisions possible for you per your unique needs.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress so that you are comfortable with your financial future and understand your investments.
After the creation of your initial investment portfolio we will plan regular meetings with you to assess the progress toward your goals and, when necessary, make adjustments to your financial plan.
There are many factors that may change in your situation or the global financial environment. It is of the utmost importance for us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your situation.