Hirling Financial Group prides itself on creating strong and caring relationships with clients. We offer not only competency, but independence as financial advisors for clients looking to attain their most important core value financial goals. We focus on the needs of the client, integrating business and personal financial planning where necessary in order to offer comprehensive financial and wealth planning for individuals and business entities. We look to provide our clients with a personalized, confidential approach that earns the trust necessary to focus on investment strategies and management.
We can help you address:
- Investment Strategies
- Retirement Planning
- Family Financial Plans
- Income and Estate Tax Strategies
- Company Retirement Plans
On our website you'll find valuable information for evaluating your current position and progress toward your financial goals. We offer educational articles that outline financial concepts and highlights solutions to fill the gaps in your financial strategy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
How long does a $20 bill last?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Try these activities to keep your brain sharp.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What if instead of buying that vacation home, you invested the money?
With alternative investments, it’s critical to sort through the complexity.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate