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
401(k) retirement plan contribution limit increases for 2018; most other limits are stagnant

Dec 20, 2017

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, most of the limits remain unchanged for 2018. But one piece of…

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What you need to know about year-end charitable giving in 2017

Dec 12, 2017

Charitable giving can be a powerful tax-saving strategy: Donations to qualified charities are generally fully deductible, and you have complete control over when and how…

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Even if your income is high, your family may be able to benefit from the 0% long-term capital gains rate

Dec 06, 2017

We’re entering the giving season, and if making financial gifts to your loved ones is part of your plans — or if you’d simply like…

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You may need to add RMDs to your year-end to-do list

Nov 22, 2017

As the end of the year approaches, most of us have a lot of things on our to-do lists, from gift shopping to donating to…

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Why you should boost your 401(k) contribution rate between now and year end

Sep 19, 2017

One important step to both reducing taxes and saving for retirement is to contribute to a tax-advantaged retirement plan. If your employer offers a 401(k)…

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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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