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CONSULTING
INVESTMENTS

WELCOME TO HFS WEALTH MANAGEMENT

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PLANNING

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Retirement and retirement income planning
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Cash flow analysis & management
Risk management
Income tax planning

CONSULTING

Financial advice doesn’t always fit in a box

Strategic business consulting
Business succession consulting
Foundation & endowment planning
Tax mitigation planning
Pre-marital financial planning
Pre and post divorce planning

INVESTMENTS

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Investment due diligence and research
Portfolio design and implementation
Traditional and alternative investing
Public and private investments
Ongoing monitoring, management and reporting

HFS Wealth Management
8350 Meadow Road, Suite 181
Dallas, TX 75231
Phone: (214) 346-0785
Email: info@niz959.wcbzw.com

©2014 Howard Financial Services LTD. – All rights reserved

Disclosure: This firm is not a CPA firm. HFS Wealth Management is the wealth management division of Howard Financial Services, Ltd. The 2015 Top 100 Fee-Only Wealth Manager Logo Credit Notice: From CNBC, © 2015 CNBC, LLC. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without written permission is prohibited.

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