HFG Trust

Financial ServicesWashington, United States11-50 Employees

Founded in 1984, HFG Trust is a fee only practice with eight Certified Financial Planners and ten support staff members. We manage over $550MM in assets for some of the most selfless hard working people in the community. We provide a holistic planning experience coupled with portfolio management and trust services. We manage the accounts on a discretionary basis and provide performance reporting along with mutually defined entry to exist life services. These typically include retirement capital assessment, estate and beneficiary planning, income tax planning opportunities and generational wealth education.  We often assist clients with insurance planning although we have chosen strategically not to sell the coverage. We act as a Fiduciary Life Partner with a client first service model. In 2016, HFG Trust became a state chartered Trust company with the ability to offer Trustee services and custody powers. This allows us to offer our clients a fuller range of service for all stages of life.

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