HFG Wealth Management

We’re grateful for the trust our clients place in us every day, and now we’d love your help! The Best of The Woodlands 2025 voting is open, and your vote helps recognize the work we do to serve families, businesses, and our community. If HFG has made an impact in your life, we’d be honored to have your support. Vote for us here: https://lnkd.in/gmW-4WWR Thank you for being part of our journey! #BestOfTheWoodlands #VoteHFG #ThankYou

Have you heard the term “fiduciary” in reference to a financial advisor or institution? It represents a legal and ethical commitment on the part of the firm or advisor to prioritize the best interests of the client above all else. Non-fiduciary advisors, operating under a suitability standard, are not required to disclose commissions received as a result of recommended investments or products, which may present a conflict of interest when it comes to acting for the sole benefit of the client. They are still obligated to provide advice suitable to the client but are not required to put their best interest above the interests of the firm or advisor. As a fiduciary wealth management team, HFG is committed to upholding the highest standards of trust and transparency, as we help you plan for every area where your faith, family, and finances intersect. Your benefit is our sole priority. To learn more about our commitment to you, visit https://lnkd.in/eVQ63D7M #fiduciary #financialadvisor #financialplanning #financialadvice #rootedinfaith #focusedonyou #experiencedadvice #HFGWealthManagement

If your financial advisor missed your RMD, you don’t need to panic, but you do need to act quickly to avoid penalties. ?? Take the RMD immediately upon discovering the error, and make sure you’ve calculated it correctly. ?? Request a penalty waiver by filing Form 5329, which can be found at https://lnkd.in/eFp8iV-k ?? Submit the penalty waiver with a letter explaining the error, your reasons for qualifying, and corrective actions taken. Depending on the circumstances, the IRS waives the 25% penalty for missed RMDs due to “reasonable error.” You’ll be notified if the IRS decides to waive the penalty. In the meantime, it’s a good idea to talk to your advisor about how the RMD was missed and create a plan to safeguard against future errors. Need more help? Contact us at (832) 585-0110. #rmd #retirement #financialadvisor #financialplanning #financialadvice #rootedinfaith #focusedonyou #experiencedadvice #HFGWealthManagement

Are your financial decisions guided by the right motivations? According to a study by Morningstar, 98% of Americans have at least one financial bias. These biases come from emotional money triggers rather than a logical examination of the facts, and they can come with a heavy cost to your future. Read our latest blog to learn how emotions can derail your financial decisions and how to take back control. https://lnkd.in/e-y6WT_C #emotions #financialdecisions #financialadvisor #financialplanning #financialadvice #rootedinfaith #focusedonyou #experiencedadvice #HFGWealthManagement

Our team and clients have benefited greatly over the past 4 years from the excellence that Kathryn Bates applies to everything she undertakes. As our Chief Operating Officer and Compliance Officer, Kathryn provides first-class service to clients and runs a “tight ship” from an operational perspective. Thank you, Kathryn, and congratulations! We look forward to many more years together. #WorkAnniversary #Congrats #ThankYou #HFGWealthManagement

Every financial contribution, regardless of size, can reflect your faith and values, creating a ripple effect of love. Build a giving plan that leaves a lasting legacy of generosity. Let’s create a plan that turns small acts into meaningful impacts for future generations. #Philanthropy #FaithAndFinance #LegacyPlanning #rootedinfaith #focusedonyou #HFGWealthManagement

In relationships, balancing financial priorities can feel challenging, but collaboration is key. We help couples navigate differing goals, fostering harmony and creating a shared vision for the future. Let’s set the foundation for a thriving future, together. ?? Find out more here: https://lnkd.in/eRVpFZHs #FinancialPlanning #StrongerTogether #CouplesFinance #theHFGdifference #HFGWealthManagement?

Let us handle the financial complexities so you can enjoy more time with your loved ones and less stress about the details. Let us take care of the numbers while you focus on the moments that count. #FamilyFirst #FinancialPlanning #FaithAndFinance #theHFGdifference #HFGWealthManagement #rootedinfaith #focusedonyou

Your financial plan should reflect what matters most—faith, family, and community. Discover how to create a legacy of love and stewardship from biblically aligned investing to philanthropic giving. Read our latest blog and learn how values-based financial planning can make a lasting impact for generations to come. https://lnkd.in/ehii5eie #FaithAndFinance #LegacyPlanning #FinancialPlanning #HFGWealthManagement #theHFGdifference #livelifeonpurpose #financialvalues #rootedinfaith #focusedonyou

Your loved ones, values, and dreams deserve a plan that aligns with your heart. Let’s work together to create a roadmap that supports what you cherish most. Start your journey today. Schedule a consultation with us to ensure your financial future reflects your priorities. https://lnkd.in/gC3tpNhg #FinancialPlanning #AlignWithYourValues #FamilyFirst #HFGWealthManagement #theHFGdifference #livelifeonpurpose #financialvalues #rootedinfaith #focusedonyou