Cash Flow

One of the first steps in our process is to obtain a complete picture of your cash flow. Understanding and coordinating your income, protection, savings, taxes and debt structure is vital to most effectively positioning and growing your wealth. Some key areas we focus on are:

Insurance

Risk management and asset protection play a vital role in a well-balanced financial plan. Our goal is to help you achieve success as defined by you. We also want to provide peace of mind that all along the way you and your balance sheet are prepared for both the expected and unexpected events that will occur. We provide solutions for:

Investing

In theory, investing should be simple-you buy low and sell high. In reality however, most investors experience the exact opposite-they buy high and sell low. This “strategy” is a surefire way to run out of money. At Hudson Pendleton Financial Group, we apply research from the world’s leading economists to develop investment strategies that make sense for you at your given risk tolerance. By incorporating your personal goals and risk tolerance, we are able to develop a strategy that you will have the confidence to stick with even when the market turns volatile. Our asset management services include:

Business Succession and Wealth Transfer

Whether you are trying to solve an estate tax problem or creating a business succession strategy, it all starts with a plan. No matter the size, we can work with you to develop a plan that most efficiently articulates your wishes, protects your family and business and preserves your legacy for future generations. Our planning includes:

Group Benefits

Whether you are looking to add benefits to attract and retain new talent or are in need of them for yourself, choosing the most effective mix can be a daunting task. You want what is best for your people, but also have to keep an eye on the bottom line. In today’s constantly changing benefits environment, we can help guide you through your options and weigh the costs versus the benefits for you, your company and most of all your employees. Our benefit services include: