Financial Planning Services

A properly structured financial plan can help enable you to face any financial challenge that may present itself at each stage of your life.  Through the financial planning process, we can help you assess your financial needs and develop strategies that will help enable you to achieve your goals and strengthen your financial independence. 


While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

  • Tax management 
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

 

 

Clear Explanations of Complex Financial Concepts. We use clear, concise, and easy to understand language to explain complex financial terms and concepts so that even the most inexperienced investor can make knowledgeable financial choices with the assistance of their financial advisor.

Highly Qualified Staff. At The Hyde Financial Group, you work with a real financial planner, not a salesman. Our Financial Advisors are CFP’s® (CERTIFIED FINANCIAL PLANNERS™) - viewed as the ultimate mark of qualification in the financial planning industry. They specialize in Investment Management, Retirement Planning, Insurance Planning, Estate Planning, and Taxation.

Independent Financial Advisors, not Employees. The Hyde Financial Group is a Private Client Services Firm. That means we work for our clients, and our clients alone. We don’t have huge company quotas or proprietary investments to sell like large brokerage firms or local banks. We have access to the same securities exchanges as these financial institutions, but can scour the investment world for the best mutual fund, stock, bond, or insurance product without regard to sales quotas.

Customized Portfolios.  We don’t use “canned” investment strategies to achieve our clients’ goals. Our clients’ portfolios are based upon an in-depth analysis of their goals and risk tolerance. Each client portfolio contains a unique blend of investments to match their goals and risk levels.

Clear Advisor Compensation. We pride ourselves in making it crystal clear exactly how we get paid for the planning and investment management we provide. Before implementing any investment plan, a full cost analysis is presented illustrating the “out of pocket” cost of hiring our firm on a “commission” basis or a “fee” basis.

No Minimum Portfolio Size. Some firms require minimum net worth or investable assets before meeting with a new client. We offer investment management and planning services to clients without regard to portfolio value.

Regular Performance Reviews. Here’s where The Hyde Financial Group strives to be different from most other advisors. We contact our clients quarterly to discuss performance and address any questions or concerns. How many investors can say that they know how their investments have performed over the last 3, 6, or 12 months? Or that their advisor contacted them to make adjustments to improve performance? Our clients can.

Review and Meeting Flexibility. Our office hours are by appointment, but weekends, evenings and house calls are never an issue. We gladly work around our clients’ schedules when setting review meetings.

Free Initial Consultation! 610-775-8733