Services

Headquarters Financial Group Inc. offers independent financial management and advice in the following key areas:

  • Investment planning, risk management, college funding, retirement planning, estate conservation, long term care insurance, and small group health insurance.

Our services are designed to help you answer the following questions:

  • Are my investments still meeting my objectives?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way for me to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?
  • How will the cost of Long Term Care impact my retirement savings?