Services

We create personalized portfolios that center around our clients' unique financial goals.

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Our advisors work with you to build your complete financial life plan by getting to know you and understanding your financial and personal goals. We help you create a budget to pursue those goals by analyzing your social security benefits and pensions, planning for your retirement and income distribution, and, finally, helping you work with an attorney to establish your estate plan.

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401K

Having the proper type of retirement plan for your small business can help attract and retain talent. We help you provide a solid financial foundation for your employees and owners while reducing your overall taxes.

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Tax & Estate Planning

We take a tax-sensitive approach to financial planning. Our team works to minimize the impact of taxes on your portfolio and overall financial picture. And, with proper estate planning, we help ensure that your assets are preserved for the use you intended.

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Investment Management

We build a customized portfolio that addresses your financial goals and counters the erosive effects of inflation and taxes. We allocate your assets among cash, equity, fixed-income securities, and alternative investments to help you pursue your investment goals.

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Financial Life Plan

Proper financial planning can help ensure that your financial goals are on track. Our team helps you understand what it takes to pursue your goals and works with you to ensure that your goals are on track.

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Wealth Management Service Plans

All of Huberty's Wealth Management clients receive our personalized portfolio management. This allows us to create a customized portfolio that suits your needs and goals. We also are tax experts who take into consideration the short and long term tax effects of our portfolios. We review your current and long term needs and goals, and we create a plan that fits your lifestyle.

Bronze

Best suited for clients with investable assets in our advisory program of less than $250,000.

  • Personalized Portfolio and Investment Plan
  • Tax Efficiency Strategies Built into Your Plan
  • Tax Diversification Strategies Built into Your Plan
  • Planning in the Areas of Education Funding, RMD’s, and Asset Positioning
  • Beneficiary Review to Ensure Your Wishes are Carried Out
  • Communication from our Firm as it Pertains to Notifications, Market Updates, Newsletters, and Educational Events

Silver

Best suited for clients with investable assets in our advisory program of $250,001-$500,000.

Includes all services in Bronze Plan.

  • Analyzing and Maximizing Your Social Security Benefits.
  • Analyzing and Maximizing Your Pension Benefits
  • Planning for Your Retirement
  • Implementation of Tax Efficient Strategies Related to Capital Gaines
  • Implementation of Tax Efficient Strategies Related to Retirement Accounts

Gold

Best suited for clients with investable assets in our advisory program of $500,001-$999,999.

Includes all services in Bronze and Silver Plans.

  • Retirement Needs Analysis
  • Comprehensive Financial Planning
  • Insurance Risk Management and Long-term Care Planning
  • Analysis of how Projected Health Care Costs will Affect Your Plan
  • Roth IRA Conversion Analysis

Platinum

Best suited for clients with investable assets in our advisory program in excess of $1,000,000.

Includes all services in Bronze, Silver, and Gold Plans.

  • Annual Tax Review and Report of Findings
  • Legacy Planning
  • Charitable Gift Planning
  • Estate Planning Strategies

Best suited for clients with investable assets in our advisory program of less than $250,000.

  • Personalized Portfolio and Investment Plan
  • Tax Efficiency Strategies Built into Your Plan
  • Tax Diversification Strategies Built into Your Plan
  • Planning in the Areas of Education Funding, RMD’s, and Asset Positioning
  • Beneficiary Review to Ensure Your Wishes are Carried Out
  • Communication from our Firm as it Pertains to Notifications, Market Updates, Newsletters, and Educational Events

Best suited for clients with investable assets in our advisory program of $250,001-$500,000.

Includes all services in Bronze Plan.

  • Analyzing and Maximizing Your Social Security Benefits.
  • Analyzing and Maximizing Your Pension Benefits
  • Planning for Your Retirement
  • Implementation of Tax Efficient Strategies Related to Capital Gaines
  • Implementation of Tax Efficient Strategies Related to Retirement Accounts

Best suited for clients with investable assets in our advisory program of $500,001-$999,999.

Includes all services in Bronze and Silver Plans.

  • Retirement Needs Analysis
  • Comprehensive Financial Planning
  • Insurance Risk Management and Long-term Care Planning
  • Analysis of how Projected Health Care Costs will Affect Your Plan
  • Roth IRA Conversion Analysis

Best suited for clients with investable assets in our advisory program in excess of $1,000,000.

Includes all services in Bronze, Silver, and Gold Plans.

  • Annual Tax Review and Report of Findings
  • Legacy Planning
  • Charitable Gift Planning
  • Estate Planning Strategies

Services to Fit Your Needs

Our team is focused on your financial success, no matter the stage you are in.

Pre-Retirees
Retirees
Business Owners
401K

Huberty’s Wealth Management Process

At Huberty we take a hands on approach to financial planning that puts your best interests front and center. We bring a diverse team of specialists that help you better understand your unique situation and provide a customized plan that gives you financial clarity.

Client Experience

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Financial Specialists LLC nor any of its representatives may give legal or tax advice.

Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

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