Most people think all financial planners are "certified, " but this isn't true. Anyone can use the title "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP certification trademarks which represent a high level of competency, ethics and professionalism.
CFP professionals, unlike many other financial advisors, must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university. Today, CERTIFIED FINANCIAL PLANNER professionals are essential resources for families and individuals making their ways through the seasons of life.
CFP professionals, unlike many other financial advisors, must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university. Today, CERTIFIED FINANCIAL PLANNER professionals are essential resources for families and individuals making their ways through the seasons of life.
Services
Select H Cubed Financial Solutions for your Texas estate planning, retirement planning, portfolio management or investment management. Heath Hamrick has been in the financial services business for approximately 18 years. An accounting and finance degree from Abilene Christian University helped him develop a passion for educating and serving individuals and small businesses with their retirement and investing needs.
Our clients tend to find us when they are in a stage of transition, or a life changing event has recently occurred such as, retirement, death of a loved one, planning for college expenses, divorce, or when considering a job change. Often they have questions affecting all areas of their financial lives, such as, estate planning, tax planning, investment choices, and risk management issues.
Today, CERTIFIED FINANCIAL PLANNER professionals are essential resources for families and individuals making their ways through the seasons of life. Finances can be overwhelming, and having a CFP professional at your side can ease many of the burdens and stresses that come from going it alone.
At H Cubed Financial Solutions, our CFP professionals will examine your assets, liabilities, income, insurance, taxes, investments and estate plan, to assess your current financial health.With realistic financial and personal goals in place, they will develop a comprehensive plan to meet your financial goals by addressing financial weaknesses, while building on your financial strengths.
At H Cubed Financial Solutions, our CFP professionals will examine your assets, liabilities, income, insurance, taxes, investments and estate plan, to assess your current financial health.With realistic financial and personal goals in place, they will develop a comprehensive plan to meet your financial goals by addressing financial weaknesses, while building on your financial strengths.
H Cubed Financial Solutions is proud to work will all kinds of clients, believing that all people deserve quality financial planning without the fear of being sold a product. We strive to help clients understand their circumstance and make wise financial decisions regarding their resources. For those not located in the DFW area, we work through online meetings and are able to collaborate effectively.
Our fixed-fee arrangement can be attractive for clients who have illiquid assets but need assistance in managing them. We perform a broad assessment and concrete guidance that addresses client concerns. We also identify overlooked opportunities and pitfalls. Often, clients have questions about employee benefits, taxes, 401(k) allocations, insurance needs and balancing savings for multiple priorities.
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