
Helen L. Hogan CFP ®, sole proprietor of Hogan Wealth Planning, LLC, specializes in providing financial planning to professional couples and individuals. 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. Helen's 9+ 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 strives to:
- 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.
Newsletters
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Mortgage Refinancing
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