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Inexorably Linked
We offer a variety of services to assist you in planning and executing your investment strategy. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. Therefore we encourage an initial meeting at no cost or obligation. At your initial meeting we will review your tax returns, investments and other information you would bring for us to review. We will introduce you to the members of our team who will provide your service. Contact us today to schedule your initial meeting.
HCFA is a fee-only practice, no commissions.
Retirement Feasibility
401(k) Deferral Options
Social Security Planning
Income Distribution Strategies
Retirement Feasibility
401(k) Deferral Options
Social Security Planning
Income Distribution Strategies
RETIREMENT PLANNING
Beneficiary Review
Stretch IRA Planning
Tax Loss Harvesting
Tax Advantage Investing
TAX PLANNING
Asset Allocation Planning
Portfolio Design
Performance Analysis
Fund Management Monitoring and Oversight
Rebalancing & Portfolio Adjustments
INVESTMENT MANAGEMENT
Your Success Is Our Success
Handy & Co. Financial Advisors has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
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