Expect an Expert

At HB Retirement, we specialize in the design and function of corporate retirement plans, as well as wealth management for individuals and families.

We provide retirement plan sponsors with insight and specialized support to assist them with managing their fiduciary obligations. We also deploy a comprehensive employee education and financial wellness strategy to help drive employee financial wellness, and retirement readiness.

Our individual and family wealth management services are designed to help our clients understand their financial household and effectively pursue their goals. Our goal-oriented financial planning process helps clients identify, prioritize, and appropriately plan for their financial goals – Whether they be retirement, education expenses for children, or large life changes.