Looking for wealth management advice in Granbury Texas?
Select H Cubed Financial Solutions for your Hood County financial planning needs.
Comprehensive Wealth Management Solution
This solution works best for families who have accumulated assets and are nearing or have entered retirement. We help our clients coordinate taxes, insurances, health care plans, estate plans as well as offer generational wealth transfer and charitable planning advice. A full financial plan is created that is based on your unique set of circumstances and goals. Our firm is unique as a fee-only planner, which means that we employ a fiduciary standard, requiring that we place our clients’ interests in front of our own. This is different from the broker’s suitability standard, which means that an investment only needs to be suitable for a client, and may involve a commission being paid. H Cubed has access to a vetted network of professionals to help our clients with the implementation of their plans. The investment policy for your portfolio is plan-based both on your risk tolerance and your objectives. The cost of our services in this model is based on the amount of assets we manage. Our minimum investment for new clients is $100,000. H Cubed does make exceptions on a case by case basis.
Our Clients Say
“I have worked with Heath for over a decade and although I am not his biggest client, he always treats me like I am.”
Work With a Local Granbury Texas Financial Planner
Get in Touch
Have you considered all of the possibilities associated with current wealth management solutions available? Our expert team has experience working with and advising clients in Texas and Hood County. Contact us and start a more in depth conversation about our financial planning solutions. For immediate assistance call 817-952-3456.