We're HH Financial Planning Group, a financial planning firm with locations in Madison and Dodgeville, Wisconsin. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we're here to serve you for the long-term. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we're here to serve you for the long-term. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Services
Harry Hellen founded HH Financial Planning Group in 2002 to help families prepare for the future. Harry strongly believes in Warren Buffett's number one rule of investing. Risk management is one of the keys of successful investing. Harry helps individuals identify what is important to them, and then creates an appropriate investment management strategy to suit the client's unique vision and objective.
Sometimes life gets in the way, but you can rely on us to provide you with objective advice. Whether it's answering questions on refinancing your home, buying a new vehicle, or helping your grandchild with college expenses. Discovering your goals and dreams - We believe that in order to create a long-term financial planning strategy, we need a clear understanding of what matters most to you.
Our advisors will develop customized asset allocations that can adapt to meet your changing needs in evolving market conditions. Explore your retirement income needs, maintain your lifestyle choices, and fund long-term goals for healthcare, estate planning, and travel. A college education can provide a lifetime of benefits, including financial security, happiness, and a competitive edge when entering the workforce.
At HH Financial Planning Group, we have the freedom to choose who we do business with, including who we use as our broker-dealer. We have selected Cambridge Investment Research, Inc. as our broker-dealer. Cambridge is independently owned, which means we are not pressured by corporate interests and can focus on what is best for you and your financial goals.
Reviews (1)
Steve Powers
Sep 18, 2012
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Harry Hellen is one of the good guys in the financial services industry. He is ethical, honest and truly cares about his clients. If you're looking for a cookie-cutter approach with old ideas, Harry is NOT your guy. He is constantly seeking out individualized solutions for his clients, and working for THEM, no one else.