As an independent firm, HB Retirement helps our clients identify the most comprehensive investment strategies available. With no proprietary products or affiliations with investment managers, we offer independent and experienced recommendations. Our independence enables us to offer strategies and innovative plans that are singularly focused on managing investment goals.
HB Retirement is a firm of advisors that are registered representatives of LPL Financial (LPL), the #1 independent broker in the United States1, and we are affiliated with Global Retirement Partners (GRP), a registered investment advisor and one of the largest groups of retirement plan specialists. These relationships provide our team with advanced analysis and benchmarking technology, thereby enhancing our due diligence capabilities.
With extensive knowledge in the investing landscape and our state-of-the-art research tools, we have developed a thorough assessment process that holistically examines investment managers, their firms and funds to determine which strategies are best suited for our clients. Our process uses quantitative measures over multiple time frames to find managers who have demonstrated consistent performance. Then, we take a deeper look at the parent organization, the entire investment team, and their processes. We aim to identify managers who provide stable and consistent results. With this freedom to choose from any provider, we can then craft customized retirement solutions that focus on your assets, risk tolerance, goals and ambitions.
For employer retirement plans, we assist plan sponsors in managing the fiduciary obligations that come with offering a competitive retirement plan. From small businesses to large corporations, we take the time to study and understand your organization. We search for plans and providers that will provide value both to your organization and employees. If a plan’s performance or processes change over time, we too will also adapt.
When it comes to our wealth management practice, our advisors prioritize building an integrative, confident approach to planning. Our priority is to provide you, the client, with the best value in the context of communication and transparency. By maintaining a strong relationship with clients, we understand what a successful retirement means to you. We want to hear your unique story – your day-to-day activities, your family, your ambitions – and identify solutions that match your stage in life and household’s needs.
Open and honest communication is important to us and is essential to our core mission of helping people.
1 As reported by Financial Planning magazine, June 1996-2022, based on total revenue.