Hackett Financial Group LLC Information

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information and services to help you reach your goals. As a Registered Investment Advisor, HFG has a fiduciary responsibility and legal obligation to act in our clients' best interests. We rise above the "suitability standard," in order to provide the best service to our clients. Hackett Financial Group LLC (HFG) is a registered investment advisor in the state of Texas. HFG is an independent firm that provides professional investment management, comprehensive financial planning, wealth management services, and income tax preparation. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services: Comprehensive Financial Planning Investment Management Retirement Strategies Estate Planning Insurance and Annuity Analysis Tax Management Income Tax Preparation Business Tax Planning We have been working with individuals and businesses in the area for several years. Each member of our team has extensive personal and professional experience. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals & participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial recommendations. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We’re looking forward to using our expertise to help you pursue your financial goals.