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The Hoelzel Hare Group

Put your future into focus today.

Our Value to You

Knowledge and dedication

We will use our knowledge and dedication to earn your trust as we provide you with exceptional retirement planning and wealth management services.

Listen and understand

We will take the time to listen and understand your needs and concerns, help you clarify your goals and be fully invested in your success. 

Stay on track

We will help you stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments and timely feedback on your progress.

Our goal is to be the “go-to” resource for our clients.

Our Process

In order to gain an understanding of what the client is lo oking to accomplish, and to
determine in what capacity they are looking for our help, we take a holistic, 5 -step approach
to wealth management:

Discovery

We begin by ascertaining a comprehensive picture about our clients’ current finances, goals, values, risk tolerance and vision for the future. Discovering what is truly important in their lives is our mission. Over the last 25 years, we have developed a very thorough discovery process. Each client is asked a series of questions based on seven themes. It is this process that sets the stage to cultivate a strategic roadmap for the future.

Investment Plan Meeting

After synthesizing the information gathered in Step 1, we present a plan to help address the client’s various needs, wants and concerns. A gap analysis is per formed, and we will detail the three most pressing issues that need to be addressed while providing an investment strategy tailored to match the defined goals, objectives, risk tolerance and investment time horizon.

Mutual Commitment Meeting

This is where we mutually agree to move forward, or decide it’s not the right fit. We realize that not everyone will be a match for various reasons, and want to be sure our value is realized for every new client that we take on. Usually, one of three things happens:

  1. After assessing your situation, we will tell you that your Financial Advisor is doing a good job, and to stay put.
  2. We think you can do better, but we are not the right fit at this time. We will provide a referral to someone who we think can help.
  3. We think we can help, and see if there is a mutual commitment. Whether a prospective client signs on or not , we believe there is a substantial benefit in going through this process to gain insight and clarity.

45-Day Follow-up

Designed to make sure everything is running smoothly. We will review your statements with you, be sure you are comfortable utilizing your on -line access, and answer any of your questions.

Regular Progress & Advanced Planning Meeting

Review and adaptation of each client’s investment plan and corresponding investment strategy is an on-going and fluid process. We recognize that things change. Therefore, we communicate and work with our clients and their professional advisors on a year-round basis to review and revise strategy as needed, and track progress toward their goals. Further, beyond your investment plan we will examine the four critical areas of comprehensive wealth management. Tax mitigation strategies, estate planning strategies, cash flow & retirement income analysis, Social Security maximization, and charitable giving are amongst the many areas that may be considered. We focus on what is important to you, then structure a game plan where strategies will be discussed and implemented in a collaborative effort with our team of experienced professionals.

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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