Financial Planning

Financial planning is the process of determining whether and how an individual can meet life goals through the proper management of financial resources.  Therefore, proper planning can not be done without first identifying each client’s unique goals.  Often this is the most overlooked area of planning.  Once goals have been determined there are usually several avenues for achievement.  It falls on Hutchison Whitehead to help you choose the most efficient path.  The process doesn’t end at this point.  After implementing the agreed upon solution, we will continue to monitor and update your plan as your goals evolve.

The principal benefit of financial planning is that it makes possible the efficient acquisition, use and control of financial resources, thereby improving the participant’s standard of living.

HW’s fee-only structure and company culture assures an objective, goal-oriented client experience.

Portfolio Management
Qualified Plans