Haberling Financial Group Information

Founded in 1984, HFG Trust is a fee only practice with 6 advisors and 6 support staff. We manage over $300MM in assets for some of the most selfless hard working people in the community. We provide a holistic planning experience coupled with portfolio management. We manage the accounts on a discretionary basis and provide performance reporting along with pre-determined financial planning services. These services typically include retirement capital assessment (Is the client on track?), estate and beneficiary planning, income tax planning opportunities and generational wealth education. We often assist clients with insurance planning although we do not sell the coverage. We act as a Fiduciary Advisor with a Family Office service model. In 2015, HFG Trust became a state chartered Trust company with the ability to offer Trustee services and custody powers. The goal of doing this is to have the ability to offer our clients a fuller range of service for all stages of life.