Financial Consulting

We as a Financial Consulting company offers our clients a big picture analysis of their finances.

We break down different aspects of a client’s business financial life, including assets, expenses and income, and help them create a financial plan to reach different types of goals. These goals can be focused on specific milestones like buying a home, relocating to a different city, retirement and paying for the education of a grandchild.

HMA Investment financial consultants offer personalized advice to help businesses build wealth. We also offer financial planning, identify well-suited investments and guide insurance decisions. Sometime we direct the buying and selling of investments.

“Financial consultant” is a somewhat antiquated term that’s largely been replaced by the term “financial advisor.”