Services
HJR Financial Group offers clients an impressive depth of expertise in financial planning, insurance and estate planning.
Our advisers hold a variety of professional designations and are well versed in a number of financial disciplines. Our combined education and experience position us to offer broad-based financial advice that our clients can trust.
HJR offers a full range of financial services, including:
|
Financial Planning:
- Tax, retirement, investment, estate, business and insurance planning
- Cash flow analysis
Insurance:
- Term, whole, universal and survivorship life
- Long term care
- Disability
- Business Insurance
- Medicare Supplements
Group Benefits:
- Health
- Dental
- Ancillary Products
|
Retirement Plans:
- IRAs: Traditional, Roth, Rollover, SEP and SIMPLE
- 403(b) TSA and 401(k) Plans, 457 Plans
- Profit sharing and pensions
- Defined benefit plans
Education Funding:
- 529 College Savings
- Coverdell Education Savings Accounts
- Gift/Transfer to minors
Annuities:
- Variable
- Immediate and Income
|
|