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