HRC Investment Services Inc.
HRC Investment Services Inc. is an independent broker-dealer providing access to a wide variety of mutual funds and variable annuities and the ability to develop a flexible investment portfolio. We help you take the guesswork out of investing and create a portfolio that focuses on the best diversification strategy to meet your needs. The strategies we implement for our clients are adjusted to account for client concerns such as college costs and socially conscious investing.
Retirement Outlook
When structuring your portfolio, our experts take into account all your retirement objectives. We work closely with you to calculate how much income you will need and to determine how much you can expect from current resources, such as your projected Social Security benefit, retirement plan and savings. Our experts will:
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» Analyze your net worth and cash flow, |
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» Estimate your post-retirement expenses, |
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» Factor in inflation and taxes, |
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» Calculate the amount you will need to meet your goals and maintain your standard of living, |
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» Develop a financial plan and investment portfolio designed to meet your goals, and, |
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» Monitor your investments carefully. |
Insurance and estate planning can be integrated into your program to create a comprehensive plan. HRC Investment Services, Inc. is a FINRA registered broker-dealer.
Distinguished, Comprehensive Approach
Our approach to managing money is distinguished from others because our primary focus is financial planning.
The success of any wealth accumulation program will be adversely affected unless short-term short-term liquidity, inflation and taxes issues are considered. Too many investors fail to prepare a unified investment plan for achieving financial goals. Once a plan has been created, we have access to the investments necessary to implement it.
HRC Services, Your Financial Planning Partner
HRC Investment Services offers complete administration of your financial accounts through confidential, personal attention.
As trusted partners, our qualified advisors and a range of consultants affiliated with Halliday Financial Group are committed to providing the high quality financial services you deserve. The culmination of this effort is a financial plan tailored to maximize the effectiveness of your savings and investment programs, your retirement plan and your estate plan. A team of advisors offers suggestions for creative strategies and alternatives to meet your needs, such as variable and fixed annuities that provide tax-deferred investing or municapal mutual funds that offer tax-exempt returns.
Your portfolio is entrusted to our experienced professionals who follow our disciplined investment process and established philosophy" to create a financial plan best suited to assist our clients in the accumulation, growth and preservation of their financial assets.
For more information, contact us at:
HRC Investment Services Inc.
(516) 671-1099 or (800) 786-1598