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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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  • Home
  • About Us
  • Find An Advisor
  • Our Clients
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    • Cash Flow Planning
    • Estate Planning
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    • Retirement Planning
    • Risk Planning
    • Effective Tax Planning
  • News
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Daily Archives: May 16, 2024

May Blog 1

The H Group, Salem Welcomes Katie Martin!

Team UpdatesBy Elizabeth OrozcoMay 16, 2024

Welcome, Katie Martin!  Katie is joining us after a varied career in education, client service and operations. More recently, she has been a financial advisor with a corporate firm. Her…

© 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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