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ACCOUNT SETUP

4 Simple Steps

1. Open an account through us with Fidelity.

2. Complete a Risk Tolerance questionnaire.

3. Sign the HFP financial planning agreement

4. Deposit  a Check, Rollover a 401k,
or Transfer and account from another firm.

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RISK ANALYSIS

Did you really think you fit well into being Conservative, Moderate, or Agressive.....

or did you realize those words meant almost nothing.

We have a better way and its called a Risk Number.

You get a score from 1-100 that you can use to gauge your actual risk tolerance versus the score of your investment portfolio.