Hubbard Financial Group
Mark D Hubbard
Wealth Management Advisor|CLU®, ChFC®
Have complete clarity in your finances.
How do you know if you need our help?
• As a business leader, you haven’t had the time to prioritize this part of your life.
• You're retired and not confident your money will sustain your lifestyle.
• Your success has helped you save and you want to make sure doing the right things.
• Your business is growing, and you haven’t had the time to develop a financial strategy for you and your family.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Investment Strategies
Your plans to achieve financial goals will undoubtedly include investing for your future.
We can offer you the expertise you need to ensure your investment strategy is aligned with your goals, time horizon and tolerance for risk.
Through resources on our team and within the Northwestern Mutual, we can also help you choose an asset allocation strategy and build a custom portfolio tailored to your financial goals.
You'll benefit from:
- Personalized asset allocation
- Professional research
- Flexible, high-quality investment options
- Portfolio rebalancing to maintain your asset allocation
- A simplified, integrated approach
During regular portfolio reviews, you'll have the opportunity to reassess your goals and rebalance your portfolio accordingly.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
