Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to help provide you with a “worry free” retirement. At HJR Financial Group, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a more secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Helpful Content
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Surprises
Making the most of surprises is a great reason to work with us.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.