Enrolling in your employer’s retirement plan is a crucial step in preparing for your future. Retirement planning is just one part of your story. However, at HB Retirement, this journey happens each day as we help people work towards achieving financial wellness throughout all stages of their lives. Through individual consultations, group meetings, education videos, online resources, webinars and more, we create an inclusive, comprehensive and hands-on strategy to financial planning. Our programs are designed with the goal of helping employees ensure their financial households are in order and allow them to make educated decisions. We believe in the value of face-to-face interactions and giving participants a wide array of resources so they can retire on their own terms and, most importantly, take control of their time and the things they value most. 

Making the Most Out of Your Retirement Plan

As an investment advisor, HB Retirement acts in the best interests of our clients. With no proprietary products or obligations to specific fund companies, our independence and impartiality is directed toward fulfilling your needs. Our experienced team of advisors, made up of accredited professionals who have met strict education and experience requirements, including Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®), are always available to answer any questions or concerns you may have regarding your retirement plan.

Whether you are starting your career or nearing retirement, we are confident our knowledge will help guide your household in making confident financial decisions. Whether it is discussing risk tolerance, asset allocation, pre-tax vs. Roth contributions, portfolio rebalancing, risk management, estate planning or turning your assets into retirement income, our focus will always be on retirement readiness and ensuring our strategies are tailored to your unique circumstances. Through our tools and resources, we can help you estimate how much you should be saving, prepare for unexpected costs, and run models to demonstrate avenues to focus on prior to and during retirement. By working with a dedicated team of professionals, you can feel assured you have somewhere to go to in times of need. 

Holistic Financial Wellness

What if you are interested in learning about other financial wellness strategies, such as saving for a child’s college education or finding alternative ways to invest outside of your employer’s retirement plan? We can help with those, too. When you meet with one of our dedicated advisors, they will diagnose your financial household by asking in-depth questions about savings, spending habits, family, insurance, lifestyle and more to gain a comprehensive understanding of your unique circumstances. Building a relationship with our clients is extremely important to us, and we greatly value your trust when sharing details about your personal life. Using a holistic approach, we can then create a roadmap of solutions designed with the goal to help minimize potential drawbacks associated with reaching financial wellness, such as managing student loans, paying off debt, building an emergency savings fund, or creating a budget.

Our extensive background in retirement plan design and risk mitigation has allowed us to support participants with their personal retirement and financial goals. Our goal is to provide financial education that is relevant and meaningful to you, and ultimately, see you through a successful retirement. Learn more about how to make the most out of your plan by speaking with a member of our team.