Services
Wealth Management
HMV offers a wide variety of services under the Wealth Management umbrella. These services include the following:
- Goal setting
- Risk analysis
- Estate planning
- Tax planning
- Budgeting
- Accounting services
- Insurance planning
- College tuition planning
HMV's Wealth Management or Financial Planning service is typically segmented into a specific project of one or more of the above-mentioned services. Occasionally, HMV conducts comprehensive Financial Planning, including a study and report covering many aspects of the Financial Planning effort.
HMV's Wealth Management division is comprised of CPAs with either the Personal Financial Specialist (PFS) or Certified Financial Planner (CFP) designations. In order to have the PFS designation - one supported by the AICPA - the member must also be a CPA, whereas the CFP designation does not have the CPA prerequisite.