Services
OUR PHILOSOPHY

Our firm focuses on prudent wealth management and holistic financial planning. Our investment philosophy is one of careful management and asset allocation. We strongly believe that keeping your investments diversified is the best protection against severe volatility. We use a holistic approach to financial planning. Our specialty is helping our clients dream, develop and achieve their goals over the long term. Some of our client relationships are over three decades long.

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CLIENTS
SERVING WITH PURPOSE

Our Clients Are Busy People

They prefer to spend life focusing on their families and careers, rather than sorting through the increasingly difficult and complex world of personal finance. They entrust us to be a part of their team.

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Our Clients Are Multigenerational

We are proud to work with our clients across decades and generations. It’s not uncommon for our conference room to fill with two or three generations, all collaborating, all on the same page.

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Our Clients are Professionals

We are privileged to serve clients from all backgrounds, but a large portion of them fall into one of the three P’s: physicians, professors and public employees. In addition, we serve a number of small business and farm owners and quite a few retirees.

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Our Clients Trust Us

We work every day to earn and maintain the trust of the clients we are privileged to serve. We actively seek ways to make their lives better and genuinely enjoy helping.

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Our Clients Value Time

They recognize the value of their time – and our expertise. In our work together, we strive to create clarity through customized planning and empowerment through ongoing education.

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Our Clients Are Fun

We genuinely enjoy and respect our client families. We look forward to seeing them and go out of our way to find opportunities to make their lives easier.

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OUR PROCESS
OUR HOLISTIC APPROACH MEETS EVERY AREA OF LIFE PLANNING
Wealth
Management
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
Tax
Planning
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
Risk
Management
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
Estate
Planning
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
Cash Flow
Organization
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
Philanthropic
Objectives
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
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The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
NEWS
A FEW OF OUR LATEST ARTICLES

2023 Q1 Team Update | Out & About

Team Update Eric and his lovely wife, Amy, have reached a Paradigm shift in life: the transition to empty nest! One son is in college and the other in Japan Culinary School, so they decided to buy a travel trailer!…

The Debt Ceiling and Deficit Spending

On January 19, 2023, the outstanding debt of the U.S. government reached its statutory limit, commonly called the debt ceiling. The current limit was set by Congress at about $31.4 trillion in December 2021.1 On the day the limit was…

Federal Tax Filing Season Has Started

The IRS announced that the starting date for when it would accept and process 2022 tax-year returns was Monday, January 23, 2023. Tips for making filing easier To speed refunds and help with tax filing, the IRS suggests the following:…

Is the Yield Curve Signaling a Recession?

Long-term bonds generally provide higher yields than short-term bonds, because investors demand higher returns to compensate for the risk of lending money over a longer period. Occasionally, however, this relationship flips, and investors are willing to accept lower yields in…

Upcoming Event: 2023 Virtual Economic Update

We are proud to once again partner with our Portland offices to welcome John Mitchell, nationally-renowned economist and speaker, who will give us an update on the state of the economy both nationally and locally.   2023 Virtual Economic Seminar…

Retirement Investors Get Another Boost from Washington

Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress in late December were several provisions affecting work-sponsored retirement plans and, to a lesser degree, IRAs. Dubbed the SECURE 2.0 Act of 2022 after the similarly sweeping Setting Every…

2022 Q4 Team Update | Out & About

Team Update Eric’s last BBQ competition for the year is December 31st, for Ribeye steak and “anything sliders.” But more importantly, he and Amy will be spending the holidays with their boys before their empty nest approaches in mid-January. The oldest…

Fed Note: December 2022

The Federal Reserve Open Market Committee raised the Fed funds rate by 0.50%, to a range of 4.25-4.50%. The vote was unanimous and marks a downshift from a pace of four straight 0.75% hikes. The formal statement language was barely…

Fed Note: November 2022

The Federal Reserve Open Market Committee raised the fed funds rate today by another 0.75%, from 3.00-3.25% to 3.75-4.00%. The vote was unanimous, with no dissents. The formal statement language was hardly changed except for the addition of two lines,…

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The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon