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
– David McKnight, Author, The Power of Zero
CATCH UP ON THE LATEST PODCASTS AND ARTICLES
The Problem with Target Date Funds
David McKnight looks at Target Date Funds (TDFs) and why their set-it-and-forget-it approach to investing is NOT something you should rely on. David kicks things off by explaining how TDFs work, including why they tend to be a popular option for…
I’ve Maxed Out My 401(k), Now What?
In this episode of the Power of Zero Show, host David McKnight discusses the scenario in which you have maxed out your 401(k) and are wondering where you should invest the rest of your money. The episode kicks off with David addressing the type of…
Why Does the Incoming SEC Chair Paul Atkins Have 54 Life Insurance Policies?
In this episode of the Power of Zero Show, host David McKnight addresses the claim that sees Paul Atkins owning 54 life insurance policies for an astounding 10% of his $327 million net worth. Someone may ask themselves why someone with such a massive…
WE ARE HERE TO HELP
There's no time like the present
Contact us today to speak to learn how our team can educate, partner, and guide you on your path to financial confidence.
