Attorneys and CPAs

In today's challenging tax, legal, and financial environment, planning for the future can be more complicated. H&H Financial often collaborates with other professional service providers such as CPAs*, tax professionals*, and attorneys* to help provide clients with the most comprehensive products and services. We respect your processes and our primary objective is to serve the needs of clients, and we welcome the opportunity to do so in a team environment.

We will work with you to help you determine:

  • How the use of debt could increase wealth
  • Estate planning and asset protection
  • What role can real estate play in maximizing wealth?
  • How to manage employer sponsored qualified planning
  • A qualified plan strategy when you are the owner
  • How best possible to maximize your social security benefits
  • Investment planning during working years and beyond
  • Insurance planning to help protect your income/assets from dying too soon or living too long
  • Retirement income strategies to help protect you from outliving your money
  • How to leave a legacy to family and charities

We believe that meeting clients’ needs requires having the right team of professionals with the talent and expertise to find the best possible solutions. Our track record of delivering creative solutions when it comes to business, estate, succession, tax strategies*, and strategic relationships helps assure you are getting the best possible for your clients. Please feel free to contact us for an initial complimentary consultation.

*Neither H&H Financial Group or its staff nor NYLIFE Securities LLC or its affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

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