HTG Team
Our goal is to empower women with financial knowledge and confidence.
Our team is dedicated to helping you gain clarity and control of your financial life.

HOW WE HELP

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Get the help you need to build a life you love.

GET STARTED

HTG is proud of our 27-year history of providing financial planning and investment management advice to individuals and families. As a fee-only fiduciary firm, we are committed to providing unbiased advice to clients nationwide.

Whether you are concerned about retirement planning, paying for college, saving on taxes, helping a loved one or giving to charity, we can guide you and your family towards your goals and a greater sense of long-term financial security.

MEET OUR TEAM

CARING
By taking the time to listen and understand you, we provide advice that addresses your specific issues and concerns.
TRUSTED
As fiduciaries, we put your interests first. To reduce conflicts of interest, we limit our revenues to fees paid by our clients.
EXPERIENCED
Our team has a wealth of investment and financial planning experience. We’re committed to serving you for many years to come.
EXPERIENCED
Our team has a wealth of investment and financial planning exerience. We’re committed to serving you for many years to come.
EFFICIENT
We handle your accounts, communicate clearly and are responsive. You’re then free to pursue other interests and activities.
EFFICIENT
We handle your accounts, communicate clearly and are responsive. You’re then free to pursue other interests and activities.
PROVEN
Our philosophy and process is grounded in proven principles that guide and support you in achieving your goals.
DISCIPLINED
We build portfolios using cost-effective funds run by world-class managers. We help you take the emotion out of investing.
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To get started, tell us a bit about you and how we can help. We’ll contact you to arrange an introductory call.

NAME*

EMAIL ADDRESS*

PHONE NUMBER*

ZIP CODE*

AGE

PREFERRED METHOD OF CONTACT*

WHAT'S YOUR MOST URGENT PLANNING NEED/PRIORITY?*

APPROXIMATE VALUE OF INVESTMENT PORTFOLIO

MESSAGE*

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