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Wealth Management CFP® Advisors – The H Group, Inc.
Independent Wealth Management Solutions
Wealth Management CFP® Advisors - The H Group, Inc.Wealth Management CFP® Advisors - The H Group, Inc.

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Daily Archives: July 31, 2020

Long-term care

Long-Term Care: 5 Common Questions

Financial Planning, News, Retirement Planning, Risk ManagementBy BroadridgeJuly 31, 2020

Understandably, many people put off planning for long-term care. But although it’s hard to face the fact that health problems may someday result in a loss of independence, if you begin planning now, you’ll have more options open to you in the future.

team member eric tanikawa

Welcome to the Team, Eric Tanikawa!

Team UpdatesBy Elizabeth OrozcoJuly 31, 2020

We are happy to announce our newest team member, Eric Tanikawa. As a client service specialist, Eric will be working in-depth on the administrative details of client accounts. This includes…

© Copyright The H Group Inc. All Rights Reserved. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investment Advisory services are offered by The H Group, an SEC Registered Investment Advisory firm. Advisory services are only offered where The H Group and its representatives are properly licensed or exempt from licensure. The Certified Financial Planner® (CFP®) certification is obtained by completing an advanced college-level course of study addressing the financial planning subject areas that the CFP® Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, a comprehensive certification exam and agreeing to be bound by the CFP® board’s standard of professional conduct. As a prerequisite, the individual must have a bachelor’s degree from an accredited college or university and have at least 3 years of full-time financial planning experience (or equivalent). This designation requires 30 hours of continuing education every 2 years and renewing agreement to be bound by the standards of professional conduct.

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