About My Practice
Hughes Financial Services is a branch office of and *Securities offered through WFG Investments, Inc. (WFG), member FINRA & SIPC. Scott is a Registered Representative of WFG.
Financial Planning & Wealth Management
Hughes Financial Services, LLC, is an Independent Financial Planning company. We work closely with individuals and families to work towards meeting their life goals through the allocation of financial assets. We offer you an impressive wealth of expertise in investment planning, insurance, education and estate planning. Our advisors hold a variety of professional designations and certifications and are well versed in a number of financial disciplines. Our combined education and experience will allow us to offer you financial advice that you can trust.
Here are some of the ways we can help you.
Retirement Planning. You've saved for retirement; but you still have questions. Can you afford to retire? Will you be able to retire when you'd like? Will you outlive your income?
Investment Management. You know your investment comfort level. Are your investments wisely diversified to reflect your time horizon and risk tolerance? Will you have the funds you need when you need them?
Estate Planning. Complex or simple, have you evaluated the exposure of your estate to probate, taxes and delays? Will your wishes be carried out? What will happen if your spouse precedes you in death?
Risk Management. Are you financially prepared if the unexpected happens? What risks should you offset, which risks should you carry? What happens if ...?
Education Planning. How can you best provide financial support for the education of those you care about? How much will be needed? Are there tax-efficient ways to provide for higher education?
To learn more about what we can offer you, please contact us today, or visit our site: http://www.h4fs.com
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: VA, MD, NC, SC, DC, FL, WV, Health/disability insurance: VA, Fixed annuities: VA, MD, NC, SC, DC, FL, WV, Variable annuities: VA, MD, NC, SC, DC, FL, WV
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Work can be done on a per hour basis, assets under management, or a commission basis. You will always know and have input on the arrangements prior to any business being transacted or fees being due.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.