HB Financial Resources

HB Financial Resources At HB Financial Resources, we understand that retirees face many important decisions that can affect their long-term financial success.

Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. We offer clients complete investment planning u

tilizing stocks, bonds, mutual funds, IRA(s), 401(k)s, SEP's, tax planning, as well as, life insurance and long-term health care insurance. Through strategic alliances with other professionals, we can refer our clients to companies that offer fee-based Asset Management.

4520 Mint Hill Village Lane Suite 106 | Mint Hill, NC | 28227

Securities and Investment Advisory Services offered through NEXT Financial Group, Inc. Member FINRA/SIPC ( www.FINRA.org / www.SIPC.org ) HB Financial Resources is not an affiliate of NEXT Financial Group, Inc.

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4520 Mint Hill Village Lane, Suite 106
Mint Hill, NC
28227

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