When you board a plane - you don't just cross your fingers and hope you'll arrive at your destination. You know you will - because you have complete trust in the pilot to get you there. Shouldn't the journey to your financial goals be the same?. Directed by Wesley Forster, a commercial pilot and certified financial planner with over 30 years of experience, HSI Financial Group is committed to getting you to your destination.
Whether it's living your ideal retirement lifestyle, building a legacy for your family to enjoy, or any other goal, we want you to have absolute confidence that you'll get to where you want to be. To do this, Wes and his team apply the same thoroughness and attention to detail to your financial plan that he does with flying.
Whether it's living your ideal retirement lifestyle, building a legacy for your family to enjoy, or any other goal, we want you to have absolute confidence that you'll get to where you want to be. To do this, Wes and his team apply the same thoroughness and attention to detail to your financial plan that he does with flying.
Services
HSI Financial Group has a dedicated, experienced and knowledgeable team that offers a full suite of financial services. We build a relationship with our clients to understand their needs and lifestyle, and take a partnership approach by working together to make the best financial decisions for your family now and in the future.
A financial plan is a series of steps designed to help you achieve the things you care about most. Everybody's plan is different, and it should be specific to you to reflect your values and goals. The main step of retirement planning is determining what's important to you. It's our job to understand the ins and outs of investments we recommend to our clients and build an investment strategy.
A plan outlines a series of steps to help take you from point A to B while assessing the risks and developing contingency plans in case unforeseen emergencies occur. But before you leave for your journey, you need to know where you want to go. Our lives are built around identifying and pursuing our desires, which are determined by our values.
This should not be confused with tax preparation as the terms are not interchangeable. With a tax plan, you're looking ahead, determining what your taxes are going to look like. Tax preparation is merely compiling the numbers on the taxes you've already paid.
A tax plan helps identify available deductions, tax credits, and planning opportunities in order to abate as much tax as legally possible so that we can plan the rest of our finances accordingly.Consequently, tax planning is incorporated into the plans we prepare at HSI. We work to ensure you have what you need to make fully informed decisions about your future.
A tax plan helps identify available deductions, tax credits, and planning opportunities in order to abate as much tax as legally possible so that we can plan the rest of our finances accordingly.Consequently, tax planning is incorporated into the plans we prepare at HSI. We work to ensure you have what you need to make fully informed decisions about your future.
Estate Planning is an important facet of the financial plan, helping to preserve wealth while ensuring your family has been taken care of when you can't. We make certain that you have the necessary estate planning documents completed correctly for your particular situation which can include Wills, Living Wills (advance health care directives), Trusts and Powers of Attorney.
Reviews (1)
Kim Minuk
Jan 17, 2022
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My husband and I joined the HSI team several years ago and I have never been so pleased with all that they have done and continue to do. There are so many ins and outs to the taxation, savings, general finances, banking, insurance - so much minutia that neither of us were aware of. Thankfully, HSI does! My husband sadly passed away several months ago and without the assistance, knowledge, understanding, sympathy and concern, this transition would have been so much more difficult in an already difficult and painful time. I can’t say enough about everyone associated with HSI - from the warm greeting
