9275 Sky Park Court
A higher ethical standard
Sound fundamentals create strong foundations
No matter what type of advice you're seeking, it should come from a trusted and competant source. This is why we stand behind the CERTIFIED FINANCIAL PLANNER™ designation. Being held to higher ethical standards, we are proud to be fiduciaries for our clients.
Financial planning itself is simple. It's life that complicates it. Dealing with all of the 'curve balls' that life will throw your way can not only be confusing, but extremely costly. Too many financial planners today try to be all things to all people. Whether your receiving money from a settlement, a divorce, an inheritance, or something else, it will likely involve making decisions that can effectively change your life. During times like this, you should be able to count on advice from a team that specializes in this complex arena. This is why Team Hines Remer focuses specifically on what we call "Money in Motion".
Simply put, we help you navigate your way through receiving an unexpected windfall to help ensure the choices you make are the smart ones. Whether it is turning your windfall into an income stream designed to last your lifetime and beyond, or developing strategies to maximize your after-tax enjoyment. We will be by your side the entire way.
Some examples of our focus areas are:
The first step is understanding you
Decipher helps uncover your subconscious reactions and feelings about money. Simply answer a few questions, and watch a short video. We capture your emotional responses to various real-life scenarios, and provide you with a personalized report.
Team Hines Remer