H Group

The H Group, Inc. is a leading wealth management firm dedicated to providing independent, comprehensive, and personalized financial planning services to individuals, families, and businesses. Our team of highly credentialed, experienced CERTIFIED FINANCIAL PLANNER professionals and fiduciaries are committed to helping our clients achieve clarity and confidence in their financial lives.

With offices in Albuquerque, NM, Bellevue, WA, Boise, ID, Portland, OR, and Salem, OR, we have been serving our clients for over three decades, providing tailored financial solutions that cater to their unique needs and goals. Our comprehensive approach to wealth management encompasses cash flow planning, estate planning, investment planning, retirement planning, risk planning, and effective tax planning, ensuring that our clients' financial futures are secure and prosperous.

Our commitment to independence and fee-only services sets us apart from other financial institutions. We are not bound by any parent company, allowing us to provide unbiased, objective advice that is always in the best interest of our clients. Our fee structure is transparent and straightforward, based on a small percentage of the assets we manage on behalf of our clients.

Our Mission

At The H Group, Inc., our mission is to empower our clients with the knowledge, confidence, and clarity they need to make informed financial decisions. We strive to build long-term relationships built on trust, integrity, and a deep understanding of our clients' goals and aspirations. Our goal is to provide our clients with a sense of security and peace of mind, knowing that their financial futures are in capable hands.

Our Services

Our comprehensive wealth management services are designed to address the unique financial needs and goals of our clients. Our services include:

• Cash Flow Planning: We help our clients manage their cash flow effectively, ensuring that they have the liquidity they need to meet their financial obligations and achieve their goals.
• Estate Planning: We work with our clients to develop a comprehensive estate plan that ensures the transfer of their wealth to their loved ones in a tax-efficient manner.
• Investment Planning: Our experienced investment professionals develop customized investment strategies that align with our clients' risk tolerance, goals, and time horizon.
• Retirement Planning: We help our clients plan for a secure and comfortable retirement, ensuring that they have the resources they need to enjoy their golden years.
• Risk Planning: We identify and mitigate potential risks that could impact our clients' financial well-being, providing them with a sense of security and peace of mind.
• Effective Tax Planning: Our experts work with our clients to minimize their tax liability, ensuring that they keep more of their hard-earned wealth.

Why Choose The H Group, Inc.?

At The H Group, Inc., we are committed to providing our clients with the highest level of service, expertise, and personalized attention. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and ambitions. We believe that our independence, fee-only structure, and comprehensive approach to wealth management set us apart from other financial institutions.