![]() H Financial advises corporate clients regarding their company sponsored retirement plans. Qualified plans are probably the best way to accumulate assets and save taxes but they can also be complex, highly regulated by the government and non-transparent. But did you know there are also plans designed to benefit both employers and employees alike? Offering a 401(k) plan can give business owners an advantage in attracting and retaining highly skilled people in today’s competitive business environment. Furthermore, with every aspect of the business firmly in control of back office staff, this really does leave our advisors to do what they do best: communicate with clients! Our selective approach allows us to limit our high net-worth clientele to a manageable number so that we can maximize the efforts of our advisers on behalf of clients. Reaching out to ALL of our clients is important and that is why we are selective when it comes to bringing a client into the firm. ![]() This is the main reason why we believe our client retention is so high. In fact, our advisors spend a great many of their working days in face-to-face meetings or on the phone with clients. We believe our clients appreciate regular phone calls, face-to-face meetings, and a proactive stance with all their financial needs. Many of our clients who were formerly with other advisory firms have told us stories about unreturned phone calls, failures to meet personal deadlines, and general lack of attention after signing the account forms. In the wealth management business, communication cannot be overrated. The advice we render for our clients is the same advice we follow ourselves and for our families.
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