{"id":1233,"date":"2022-05-19T20:46:31","date_gmt":"2022-05-19T20:46:31","guid":{"rendered":"https:\/\/www.hfaboise.com\/?page_id=1233"},"modified":"2023-08-29T17:12:27","modified_gmt":"2023-08-29T17:12:27","slug":"services","status":"publish","type":"page","link":"https:\/\/www.hfaboise.com\/services\/","title":{"rendered":"Services"},"content":{"rendered":"

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How We Serve Our Clients<\/h2>\n

[\/vc_column_text][vc_tta_accordion title_tag=”h3″ section_title_tag=”h3″ shape=”square” color=”blue” spacing=”10″ active_section=”1″ no_fill=”true” collapsible_all=”true”][vc_tta_section title=”ACCOUNT – PORTFOLIO – PLANNING SERVICES” tab_id=”1675119610976-a7b7d968-70e3″][vc_column_text]<\/p>\n

Account Establishment (IRA, Roth IRA, SEP IRA, Simple IRA, 401(K), Individual, Joint, Trusts, TOD, Bene IRA, Charitable, Corporation, LLC, Partnership, TTEE)<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1693329073584{margin-top: -1em !important;}”]<\/p>\n

Insurance Evaluation (Term Life, Medicare, Long-Term Care, Annuities)<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1675122802040{margin-top: -1em !important;}”]<\/p>\n

Investment Asset Allocation Guidance<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1675122825632{margin-top: -1em !important;}”]<\/p>\n

Corporate Retirement Plan Rollovers<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1675122847100{margin-top: -1em !important;}”]<\/p>\n

Account Consolidation<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1675122863059{margin-top: -1em !important;}”]<\/p>\n

Transaction Services (contributions and\/or distributions)<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1675122879537{margin-top: -1em !important;}”]<\/p>\n

Online Account Access – Basic<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1675122896786{margin-top: -1em !important;}”]<\/p>\n

Online Interactive Planning Portal (MoneyGuide Pro\u00ae)<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1675122964126{margin-top: -1em !important;}”]<\/p>\n

Corporate Retirement Plan Review<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1675122928707{margin-top: -1em !important;}”]<\/p>\n

Retirement Planning – Basic<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1675122957033{margin-top: -1em !important;}”]<\/p>\n

Cash Flow Analysis<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1675122979290{margin-top: -1em !important;}”]<\/p>\n

Retirement Distribution Planning<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1675122995640{margin-top: -1em !important;}”]<\/p>\n

Retirement Planning – Comprehensive<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1675123012051{margin-top: -1em !important;}”]<\/p>\n

Interactions with Other Financial Team Members (attorney, accountant)<\/span><\/strong><\/h4>\n

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Estate & Legacy Planning<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1675123042824{margin-top: -1em !important;}”]<\/p>\n

Charitable Giving Strategies<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1675123049587{margin-top: -1em !important;}”]<\/p>\n

Annual Family & Financial Team Meeting<\/span><\/strong><\/h4>\n

[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”EDUCATIONAL RESOURCES” tab_id=”1675119611050-63423efb-4e85″][vc_column_text]<\/p>\n

Quarterly Newsletter<\/strong><\/h4>\n

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Organizational Binder<\/strong><\/h4>\n

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Educational Seminars<\/strong><\/h4>\n

[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”CLIENT APPRECIATION” tab_id=”1675120004605-21f6ad71-d356″][vc_column_text]<\/p>\n

Client Appreciation Events<\/span><\/strong><\/h4>\n

[\/vc_column_text][vc_column_text]<\/p>\n

Semi-Annual Secure Shred Day Event<\/span><\/strong><\/h4>\n

[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”PLAN MONITORING” tab_id=”1675120020165-592bf3f3-b1a1″][vc_column_text]<\/p>\n

Portfolio Performance, Plan Review, Goal Review<\/strong><\/h4>\n

[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”BUSINESS SERVICES” tab_id=”1675120032313-4876c306-181f”][vc_column_text]<\/p>\n

Business Retirement Services, Company Plans (Simple, SEP, 401(K))<\/strong><\/h4>\n

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Cash Management<\/strong><\/h4>\n

[\/vc_column_text][vc_separator color=”custom” align=”align_left” css=”.vc_custom_1675121821837{margin-top: -1em !important;}” accent_color=”#022552″][vc_column_text css=”.vc_custom_1675184143557{margin-top: -1em !important;}”]<\/p>\n

Succession Planning<\/strong><\/h4>\n

[\/vc_column_text][\/vc_tta_section][\/vc_tta_accordion][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row full_width=”stretch_row” css=”.vc_custom_1675183599194{padding-top: 2em !important;padding-bottom: 2em !important;background-image: url(https:\/\/www.hfaboise.com\/wp-content\/uploads\/2022\/05\/services.jpg?id=1278) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column][vc_column_text css=”.vc_custom_1675183838425{margin-bottom: 3em !important;}”] How We Serve Our Clients [\/vc_column_text][vc_tta_accordion title_tag=”h3″ section_title_tag=”h3″ shape=”square” color=”blue” spacing=”10″ active_section=”1″ no_fill=”true” collapsible_all=”true”][vc_tta_section title=”ACCOUNT – PORTFOLIO – PLANNING SERVICES” tab_id=”1675119610976-a7b7d968-70e3″][vc_column_text] Account Establishment (IRA, Roth IRA, SEP IRA, Simple IRA, 401(K), Individual, Joint, Trusts, TOD, Bene IRA,…<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"\nServices - 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