HB Retirement is an independent firm with no ties to any one product or fund manager. As a result, we have the freedom to search the market and find the best managers that match our risk mitigation philosophy. Our independence enables us to offer strategies and innovative plans that are singularly focused on managing your investment goals. How do we choose from the thousands of investments available across asset classes? Our Investment Research Team has developed a thorough, multi-step process that examines the investment firm, its funds, its managers and its methods to identify companies who best align with our approach and who we believe are best suited to deliver repeatable results.

The professionals at HB Retirement are registered representative of LPL Financial (LPL), the #1 independent broker in the United States2, and are registered investment advisors with Global Retirement Partners (GRP), 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. We strive to participate in the upside of markets while protecting the assets you have worked so hard to build. By analyzing your risk tolerance and long-term goals, our team of advisors work to develop an investment strategy that supports your financial household prior to and during retirement.

Our investment team and advisors stand ready to support your desired needs and goals. In between meetings, stay up to date on financial market performance, global economic trends, and how HB Retirement is responding to changing conditions by reading our monthly Investment and Market Research publications.


2 As reported by Financial Planning magazine, June 1996-2022, based on total revenue.