HDA Wealth Management
Our Services
We offer a full range of financial services to clients located all over the country. We believe the key to successful planning is accounting for each area of our client's financial future.
Investment Planning
Risk Analysis, Asset Allocation Analysis, Periodic Account Rebalance, Regular Account Reviews
Financial Planning
Major Goal Funding, Legacy Planning
Retirement Planning
Retirement Income Planning and Maintenance, Required Minimum Distribution Planning, Employer Retirement Plan Analysis, Social Security/Pension Benefit Analysis
Education Planning
529 College Plan, UGMA/UTMA Accounts
Business Planning
Employer Sponsored Retirement Planning, New Participant Onboarding, Annual Participant Review
Insurance Planning
Life Insurance, Long-Term Care Insurance, Health Insurance, Medicare/Medicaid
Tax Planning
Tax Efficient Allocations, Manage Capital Gains/Losses, Tax Loss Harvesting, Consultation with CPA
Estate Planning
Estate Plan Analysis, Family or Charitable Gifting, Beneficiary Designation Review, Beneficiary Inheritance Assistance, Consultation with Attorney