Expect an Expert

At HB Retirement, we specialize in retirement plan consulting, as well as wealth management for individuals and families.

Our retirement plan services are focused on helping sponsors manage their fiduciary obligations in addition to deploying comprehensive education and financial wellness strategies to help drive employee retirement readiness.

Our strategic wealth management services are designed to help our clients holistically understand their financial household, so they can objectively identify, prioritize, and plan for their goals – Whether they be retirement, education expenses for children, or large life changes.