What We Offer

Some firms are filled with experts. At others, you’ll find nice people. At Hogan Financial, we make a point to be both. It’s our job to see you through a multitude of financial issues, but it’s our goal to become your trusted partner.

That partnership begins with closely evaluating things like your cash flow, insurance needs, income, investments, savings and taxes. We then work together on a path forward that provides the freedom and comfort you need to focus on a life beyond finances. From there, Hogan provides ongoing counsel, keeping you abreast of any shifts in the financial markets, government policies and overall economy that could impact your security and goals.

Comprehensive financial planning

  • Specific advice in all areas of your financial life
  • Planning for your current and future financial life stages
  • Advice centered on your values and preferences
  • Assistance in implementing planning decisions
  • Referral to experts in complementary fields
  • Collaboration with your other advisors
  • Assistance with family financial conversations
  • Annual tax recap to forward to your tax preparer
  • A web portal for secure exchange and storage of documents and real-time financial information

Portfolio creation and management

  • Low-cost, globally diversified portfolios composed using asset class index funds tailored to you
  • Integration of investment and tax planning
  • Regular performance reporting
  • Portfolios housed with an independent custodian
  • Disciplined portfolio rebalancing and tax management
  • Ongoing investment education

Trusted partnership

  • Understanding your values and goals
  • Assistance with family financial conversations and education
  • Integration of career planning with financial planning
  • Help with residence decisions
  • Close, respectful assistance when you are in a personal transition
  • Guidance during unpredictable life events
  • Expert, personal advice and brainstorming with advisors who know you and understand your situation and concerns

How We Start

Our discovery phase is the foundation of your financial planning. We begin each relationship with a comprehensive review of your financial life, personal goals, values and circumstances, all of which help determine your planning priorities and identify opportunities specific to you.

From this point, we provide information and updates in the manner you’re most comfortable with, always at the ready to respond to any questions, concerns or ideas you have along the way. Be it by phone, email, video conference or in-person meetings, it’s our goal to keep the lines of communication open and create just the right amount of interaction to facilitate proactive planning.