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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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Category Archives: Financial Planning 101

2018.09.18 Larry at Nedco e1537380819563

NEDCO | Financial Foundations

Community Involvement, Financial Planning 101, GivingBy Elizabeth OrozcoSeptember 25, 2018

Last week, I enjoyed leading a class for the Neighborhood Economic Development Corporation (NEDCO) and their Financial Foundation course. For more than 35 years, NEDCO has been building opportunities in…

market cap

What is the Difference Between Small-cap, Mid-cap and Large-cap?

Client Questions, Financial Planning 101By Elizabeth OrozcoApril 18, 2018Leave a comment

There are financial terms that, as advisors, we often use as if they are a part of everyday conversation. Some clients will get a bit giddy when we use terms…

student loan forgiveness

Are You Eligible for Student Loan Forgiveness?

Client Questions, Financial Planning 101, Helpful HintsBy Elizabeth OrozcoSeptember 15, 2017Leave a comment

Our clients often express concern about the debt that they, their kids or their grandkids are saddled with straight out of college. In the last several years, news about the…

© 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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