Our Services

Personal Financial
Planning

Contact Us

Personal Financial Planning Expertise

At HHM, we provide comprehensive personal financial planning designed to help you build wealth, protect your family, and achieve long-term financial freedom. Our team of certified financial planners and CPAs works closely with you to understand your unique goals, evaluate your current situation, and create a plan tailored to your needs.

We focus not just on immediate financial concerns, but also on your broader life goals. Whether it’s planning for retirement, funding education, protecting against unforeseen risks, or growing your estate, we provide strategies that balance flexibility, growth, and security. By integrating investments, tax strategies, and risk management, we help you make informed decisions for the future.

With HHM, financial planning is proactive, personalized, and practical. Our goal is to give you clarity, confidence, and actionable steps so you can pursue your financial aspirations while protecting your family and legacy.

AriseHealth logoEphicient logoEphicient logoEphicient logo
The Paak logoThe Paak logo2020INC logoThe Paak logo
2020INC logo2020INC logo2020INC logo2020INC logo

Core Personal Financial Planning Services

Our core personal financial planning services provide comprehensive guidance across all areas of your financial life, helping individuals and families build wealth, manage risk, and plan for the future with confidence.

Estate Planning

Strategies to preserve your wealth, minimize taxes, and ensure your assets are distributed according to your wishes.

Insurance Planning

Tailored insurance solutions to protect your family and assets from unforeseen risks.

Investment Planning

Personalized strategies to grow your wealth while balancing risk and achieving long-term objectives.

College Savings

Planning and funding solutions to efficiently provide for your children’s and grandchildren’s education.

Retirement Planning

Comprehensive strategies to secure financial independence and maintain your lifestyle throughout retirement.

Tax & Wealth Coordination

Integration of tax planning with investments, estate planning, and other financial strategies to maximize efficiency and results.

Supporting Your Financial Journey

HHM provides ongoing support to ensure your financial plan evolves as your life changes. We help you navigate career milestones, family growth, market fluctuations, and other life events while keeping your long-term objectives in focus.

  • Comprehensive Goal Setting: Identify, prioritize, and monitor your short- and long-term financial objectives.
  • Risk Management: Assess potential threats to your financial security and implement protective strategies.
  • Investment Guidance: Monitor and adjust investment strategies to align with your goals and market conditions.
  • Education Funding: Establish and maintain college savings plans that meet your family’s needs.
  • Retirement Readiness: Track progress, adjust strategies, and plan for income security in retirement.
  • Ongoing Review & Support: Conduct regular plan reviews to adapt strategies as your life and financial situation change.

Stay Ahead with Expert Insights

Get the latest industry updates, news, and trends straight to your inbox.

Permanent 100% Bonus Depreciation: Notice 2026-11 Made Simple

After years of watching bonus depreciation phase down, it’s back, and this time, it’s here to stay.

February 5, 2026

Amanda Benigno

Postal Service Rule for Postmark Dates

To protect themselves, taxpayers who need proof of a specific mailing date should request a manual (local) postmark at the post office when they mail an item or use services such as certified mail and retain the receipt.

February 2, 2026

Caleb Williams

Education and Family Tax Benefits Under Reconciliation Bill H.R. 1

Tax provisions aimed at supporting families and expanding access to education-related tax benefits.

January 29, 2026

Miguel Diaz

Our Personal Financial Planning Experts

Our personal financial planning specialists are supported by a dedicated team of experienced financial planners and CPAs who focus on helping individuals and families achieve financial security and long-term wealth growth. This team brings extensive knowledge of retirement planning, investment strategies, tax optimization, estate planning, and risk management, ensuring thoughtful guidance, actionable insights, and practical solutions to support your financial goals and family’s future.

Back To Top