Professional Economic Growth Group

To Help Discover Where Your Financial Future Is...

Helen L. Hogan, registered investment advisor representative of HTK, specializes in providing financial planning to professional high net-worth couples.  Helen guides them in harnessing their financial power to help provide the financial future they've earned.  She eases financial concerns by personally educating and empowering clients to be in control of their financial future.

Helen's unique background in project management and  psychology helps keep her clients on track by fostering the communication needed to proactively establish and pursue a mutual financial future. Additionally, Helen's 5+ years of experience as a financial advisor enables her to provide sound and unique solutions to each client's financial concerns or challenges.

Helen employs a three-step process with each new client through which she:

  • Helps clients clarify their financial goals for the future
  • Educates clients in the financial planning process
  • Empowers clients with the knowledge to make the right decisions

This process prepares clients for the services that Helen is most passionate about:

  • Protection of the family and their goals throughout all stages of their life
  • Assessment and adjustment of investment portfolios
  • Uncovering financial resources when needed
  • Freeing up overlooked assets
  • Budget creation and understanding of cash flow

Call Helen today to put your family on the road to being back in control of your financial future.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

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