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
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The ABCs of Financial Literacy
What’s your plan and is it in alignment with this?
7 Ways to Show Your Appreciation for Mom this May
For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.
Pay it Forward: Financial Wellness for Employees
Are your employees experiencing financial stress? To answer this question, companies are increasingly offering financial wellness training to employees.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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When the Unexpected Becomes Reality
Disability happens to more people, more often than you may think, and it lasts longer, too.
Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?