Invest with us

Whether you’re looking for investment advice, someone to manage your company’s 401K plan or need trust services, our team is ready to assist you with all your financial needs. Since 1983 we have been serving the community with fee-only fiduciary centered investment management and holistic planning services. As a part of Community First Bank, together we are committed to being your Financial Partner for Life.

Wealth Management

Successful investing begins with a thorough understanding of your financial goals. We provide access to a customized financial roadmap based on your financial needs. Whether you’re looking to build or preserve wealth, save for retirement, or leave a legacy for your heirs, we’re here to help. We offer a wide range of fiduciary services that focus on Estate, Tax, Insurance and Charitable Planning to help keep you on track to achieve your long-term goals through every stage of life.

Trust Services

Whether you’re interested in setting up a trust, private foundation, arranging estate management or custody services we can serve as the trustee, co-trustee or agent for the trustee. We specialize in trust strategy and law and are able to customize a plan to meet your specific needs. Learn today how our team can help you get the peace of mind you deserve.

401k Services

We provide business owners with products and services to assist with managing your assets and planning for the future. Our team of experienced professionals will work with you to develop a comprehensive qualified plan tailored to accomplish your businesses specific goals. We offer a wide range of services from 401K, to transition planning.

Retirement Planning

Retirement planning is the centerpiece of your financial plan. It begins with identifying key objectives and building a funding strategy to suit your unique needs. More importantly, we assist and educate clients on the tax advantages of each retirement account. Our goal is to provide peace of mind and clarity. Our value comes from quantifying your On Track status and determining if adjustments need to be made, while there is still time.

Portfolio Management

We manage portfolio’s so our client’s don’t have to. Our goal is to understand lifestyle objectives and mirror them to the investment objective. This is the foundation of an appropriate investment model. At HFG, we follow an evidence-based investment philosophy focused on helping clients build diversified portfolios in a cost conscience manner. We have a strong belief in capital markets and that a portfolio can be structured to pursue higher expected returns. If you are a believer in research and portfolio modelling, speak with one of our advisors today.

HFG Trust is a wholly owned subsidiary of Community First Bank. Not FDIC insured. Not Bank Guaranteed. May lose value.