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How We Do It?

We at Hines Wealth Management use a team approach in helping our clients manage their financial needs and chase their dreams. This allows us to help guide them and find the right set of financial tools to pursue their goals.

Taking advantage of investment opportunities and preserving precious assets can seem baffling and sometimes even harrowing. However, our multi-faceted approach allows us to deliver more comprehensive strategies to a wider array of financial challenges.

The power of the team carries considerably more weight in addressing our clients’ enquiries and in helping to shape individual financial strategies that fit their desires and aspirations.

Employing the insight and perspectives of a variety of financial specialist enables our clients to obtain the satisfaction and to gain the confidence that their investments are being handled professionally and with care.

During consultation and strategy development, we add to the mix multiple sources with diverse backgrounds, educations, and experiences.

We are serious in our discipline, committed in our pursuits, and passionately dedicated to delivering a client-centric action plan that produces excellence—with a personal touch.

We recognize that no financial strategy fits everyone; the needs and dreams of our clients differ widely. That’s why we give each and every one of our clients our undivided attention. We listen, we respond, we advise, and we help direct at every stage, including planning, strategy execution, and follow-up.

You’re never alone with Hines Wealth Management. Our proactive approach to your needs enables us to work with you in developing a plan to help you accumulate and preserve your wealth.

We know that you may face obstacles along the way. We make it our mission to anticipate and manage challenges, and to keep you abreast of ongoing developments on the financial horizon. We aim to stay ahead of the curve and respond to market shifts and trends quickly and adeptly, empowering you to make wise investment and wealth-management decisions.

While we can’t control the market, we apply our proactive team approach to guide you in taking advantage of favorable investment conditions and in avoiding making uninformed or emotion-based decisions.

We don’t shy away from taking unconventional approaches to wealth management. What gives us the edge in helping our clients achieve their financial goals is our willingness to think outside the box. Challenging traditional investment paradigms to optimize our clients’ investment experience is our forte.

We devote our energy and resources to developing strategic solutions to help you propel your vision into a prosperous future.

At Hines Wealth Management, we have you, and only you, in mind. Contact us today to learn more about building your dreams—through all the stage of your life. Call 888-674-6777 for a complimentary consultation.

 

Securities and advisory services offered through LPL Financial


At Hines Wealth Management, we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Medical Insurance
  • Medicare Supplement Insurance  




Employer Benefits

  • Group Medical Plans
  • Group Life
  • Group Accidental Death & Dismemberment Plans
  • Group Short and Long Term Disability Plans
  • Group Long Term Care Plans
  • Group Dental and Vision Plans
  • Group 529 College Savings Plans
  • Supplemental Executive Retirement Plans
  • 401(k) Retirement Savings Plans