Services

RolodexHJR 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