Harding Financial Group

608 Office Parkway, Suite A
Westerville, Ohio,oh 43082

Appointment Type

Complimentary Phone Consultation

30 mins·

Are you new to working with a financial advisor, and actively exploring your options? Do you currently work with an advisor and feel as if there are better options out there for you? In this phone consultation, you will speak with a HFG Financial Advisor who will ask questions to understand your current financial picture to determine if the services we provide align with your short- and long-term financial goals.

Complimentary Video Consultation

30 mins·

Are you new to working with a financial advisor, and actively exploring your options? Do you currently work with an advisor and feel as if there are better options out there for you? In this virtual consultation, you will speak with a HFG Financial Advisor who will ask questions to understand your current financial picture to determine if the services we provide align with your short- and long-term financial goals.

Initial Meeting (In-Person)

1 hr·

In this in-person consultation, you will have the opportunity to get to know HFG better. We will collect relevant financial documents from you to understand your financial situation and analyze how well your current investment portfolio aligns with your risk tolerance as well as your short- and long-term financial goals. At this point we will begin composing a financial plan custom-tailored for you, including tax, estate, insurance, investment and retirement planning recommendations, which we present to you in the form of an executive summary at our next meeting.

Comprehensive Portfolio Review

1 hr·

During this in-person meeting we will complete a comprehensive review of your overall investment objectives to evaluate how small, or sometimes significant, changes to your existing portfolio may move you closer to achieving your long-term goals. To demonstrate our value, we will compare and contrast how your portfolio is structured against existing client portfolios at HFG taking into account your unique risk tolerance, long term goals and income needs.