Personal Financial Planning

HHM offers the personal attention of experienced/certified personal financial planning professionals to help you reach your long-term financial goals by designing a plan specific to your needs. Our specialized team is made up of Certified Public Accountants who have obtained Certified Financial Planner (CFP) and/or Personal Financial Specialist (PFS) certifications and are highly skilled at advising clients regarding their financial aspirations. We can assist our clients in articulating their actual goals and help them to find the best path towards realizing them.

Building flexibility, growing wealth, and creating long-term financial freedom can be daunting prospects if you do not have the professional, personalized backing of a CFP or PFS. But with the right planning and advice, you may be able to provide for not only your own future, but the future of your loved ones as well. Whether your focus is on your retirement, insurance in case of an unplanned disability or death, savings to provide for your children’s education, maximizing the value of your estate, or simply making wise investments with a general growth goal, HHM’s professionals are ready to assist you.

We Can Assist You With:

  • Estate Planning
  • Insurance Planning
  • Investment Planning
  • College Savings
  • Retirement Planning
Recent Blog Posts
Update: Disaster Relief, IRS Extends Tax Deadline for Tornado Victims

Jul 02, 2020

By Brian Baker, CPA This is an update to the article published June 24, 2020, “Disaster Relief: IRS Extends Tax Deadline for Tornado Victims.” On…

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Disaster Relief: IRS Extends Tax Deadline for Tornado Victims

Jun 24, 2020

By Brian Baker, CPA Relief postpones the filing and payment deadlines until October 15, 2020 for various returns and payments for those in areas impacted…

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Health Savings Accounts: New Limits for 2021

Jun 22, 2020

By Chelsea O’Shields The Health Savings Accounts (HSAs) contribution limits have been adjusted for inflation, as recently released by the IRS. What is an HSA…

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Government Responds to COVID-19: Tax Payment Extension

Mar 18, 2020

By Brian D. Miller, CPA In a day and age where we are all inundated with information via social media and smart devices it is…

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2020 IRS Limits

Feb 14, 2020

Contributed By Andrew Cook, CFP®, AIF® On November 6, 2019, the Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans…

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Chattanooga Office

1200 Market St.
Chattanooga, TN 37402
P 423.756.7771
F 423.265.8125

Memphis Office

1755 Kirby Parkway, Suite 200
Memphis, TN 38120
P 901.683.4234
F 901.763.2795

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