We help you plan for tomorrow like it’s here today.
We Focus on Your Wealth, So You Can Focus on Your Life
At H&R Wealth Management our goal is to help our clients retire well, whether they started with significant wealth or had a more modest start in life. We build a relationship with you and your family one step at a time. Through a comprehensive strategic planning process based on your unique goals, we build the roadmap needed to help achieve them. Our approach includes managing your tax burden and optimizing your income streams with the objective of achieving tax-free retirement.
Who We Are
Stephen Huff
Financial Advisor
With more than three decades of financial experience, Steve brings diverse planning and strategy expertise to his client relationships. He holds 6 (Investment Company and Variable Contracts Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Registered Investment Adviser Law) licenses. Steve holds the FSCP…
Amanda Reynolds
Financial Advisor
Amanda Reynolds has been in the financial advice and insurance industry for several years. She has received her financial service specialist designation and is an investment advisor representative. She enjoys using these qualifications to create a road map to retirement for families and individuals that minimizes…
MEMBER
“As a member of The Elite POZ Advisor Group, Steve is one of the top tax-free retirement experts in the nation. He has developed a mastery of all the tax-free planning strategies you’ll need to shield your hard-earned retirement savings from the impact of higher taxes.”
– David McKnight, Author, The Power of Zero
Testimonials provided may not represent the experience of clients and are not a guarantee future performance or success.
CATCH UP ON THE LATEST PODCASTS AND ARTICLES
What Percentage of Your Retirement Savings Should You Have in Traditional IRA vs. Roth?
What percentage of your retirement savings should you allocate toward traditional IRAs and 401(k)s vs. Roth IRAs and Roth 401(k)s? That’s what this episode explores. Traditional financial guru advice says that it’s impossible to predict where tax…
The Five Cardinal Rules of Roth Conversions
David McKnight goes through his five cardinal rules for doing a Roth conversion. The first principle is simple: don’t do a Roth conversion that bumps you into a tax bracket that gives you heartburn. Not sure about what a heartburn-inducing tax…
How to Take Advantage of the Retirement Income Valley for Roth Conversions
Wondering when you should start thinking about a Roth conversion? That’s exactly what David McKnight dives into in this episode of The Power of Zero Show. The retirement valley is that dip in taxable income that happens after you retire but before…
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Contact us today to speak to learn how our team can educate, partner, and guide you on your path to financial confidence.
