Plan Performance Direct

Personalized Wealth

Reaching your financial goals requires more than just managing your stocks and bonds. You want to work with a trusted advisor who understands your vision, experience and dreams. Let us work with you to build a complete plan that takes all of these aspects of your life into account aimed at helping you reach your goals, optimize your assets and protect your legacy.

Or, if you’re wanting a DIY approach to investing with low fees that puts you in the driver’s seat, check out HHWM Direct to take control of your financial future.

Investment Management

You will receive meaningful investment opportunities and advice because we do not have ties to particular products or services. Your access to a wide variety of investment choices includes:

  • More than 10,000 mutual funds
  • Separately managed accounts (SMAs)
  • Variable annuities
  • Alternative investments
  • Strategic debt
  • Individual taxable and municipal bonds
  • Selected money market accounts
  • Exchange traded funds (ETFs)
  • Private placements

Financial Planning

Your circumstances and challenges are unique. Our advisors will review every aspect of your finances and put together a detailed, comprehensive plan that’s going to map out your financial future. They will sit down with you to:

  • Identify your goals
  • Review your accounts and all liabilities
  • Address financial concerns such as retirement and estate planning
  • Discuss your financial strengths, weaknesses and opportunities
  • Regularly review and revise your plan to ensure effectiveness and account for any life changes

Financial Coaching

Financial coaching fills the void between financial planning and investment management. If you want a clearer understanding of your liabilities and personal assets and you want to improve your skills so you can manage your finances more effectively, we can help. This isn’t a cookie cutter approach. Our advisors offer insights and strategies so you can:

  • Discover ways to make your assets potentially more profitable
  • Identify better methods of managing your personal debt
  • Capitalize on your assets, including refinancing options