H & M Financial Group, LLC 

CONNECT

Address:

8309 Six Forks Road Suite 107
Raleigh, NC 27615

Phone:

(919) 870-1818

Fax/Other:

(919) 870-1812

Products and Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a comprehensive financial program utilizing the following products and services:

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 and Beyond
  • Business Succession Planning
  • Charitable Giving
  • Income Planning
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Social Securty Planning
  • Strategic Money Management
  • Investment Withdrawal Strategies

*H & M Financial Group, LLC and LPL Financial do not provide legal or tax advice.  Please consult your legal or tax advisor regarding your specific situation.

Insurance

  • Risk Maangement and Asset Protection
  • Life Insurance
  • Eldercare Long Term Care Insurance