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July 31, 2015

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Ask The Expert - Wealth Management

HMC Partners

At HMC Partners, we design retirement plans for our clients and use them as a blueprint for managing their wealth on a fee only basis. Our clients' accounts are actively managed and tailor made to work toward their distinct goals, dreams, and needs. It is our goal to help keep your retirement "On Target!"

HMC Partners' advisors have combined over 50 years of experience. They are independent and manage assets through LPL Financial for a fee based on the level of investable assets. What does this mean to you? It means they will invest your account in the most appropriate investment choices to help you pursure your goals. They are not pressured to sell specific products. Regardless of what mutual fund, stock, bond or other investment vehicle we use in their fee based accounts, they are paid based on the total of assets held in your account. The advisors at HMC Partners are simply trying to get the best rate of return possible in your portfolio while taking the appropriate amount of risk for your situation.

Very rarely is every situation the same. For that reason, we offer a variety of planning platforms which a variety of investment strategies with a variety of account minimums. Our customized portfolios can include:

 

  • Mutual Funds
  • Stocks
  • Bonds
  • Treasury Bills
  • Corporate Paper
  • Alternative Investments

These investments are designed for IRA's, Rollover IRA's, Roth IRA's, Retirement Plans, Trusts, Individual Accounts, and Institutional Accounts.

Visit us online:  www.hmc-partners.com

For more information on Gib and John, please click here (http://www.hmc-partners.com/about-us/our-advisors/)


Securities offered through LPL Financial, a registered investment advisor. Member FINRA and SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, CA, CO, FL, GA, IA, IL, KY, MD, NC, NY, OH, PA, SC, TN, & VA. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indicies are unmanaged and cannot be invested into directly.


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