Abby CFP(r)'s Contact Details

Abby CFP(r)'s Company Details

HC Financial Advisors, Inc

, California, United States • 1 - 10 Employees
Financial Services

At HC Financial Advisors, we serve as experienced financial guides, providing financial planning and investment management to help clients find their way through the various transitions and stages of their life.Based in Lafayette, California, our Registered Investment Advisory firm has been serving as financial guides to individuals, families, and businesses in the San Francisco Bay Area since 1986. We seek to be the advisors that clients turn to for all their questions, no matter how big or small. We are:• Independent and fee-only• Fiduciaries• Members of the National Association of Personal Financial Advisors (NAPFA)• Team-based• Relationship-orientedWe provide personalized financial planning customized to each client's goals. Our investment portfolios are also customized, taking into account individual objectives, tolerance for market risk, and investment timeliness. With a background in institutional asset management, we follow a research-intensive process in selecting investments. We also emphasize balance and diversification, meaning we work closely with clients to determine the stock vs. bond allocation that is right for them. Depending on their needs, a portfolio may include individual stocks, individual bonds, mutual funds, ETFs, alternatives such as real estate and private equity as appropriate.We also offer Environment, Social, and Governance (ESG) Investing, or Sustainable Investing, for those looking to invest in companies with track records as good stewards of the environment, ethical treatment of stakeholders, and strong management policies that align with shareholder interests.As a fee-only firm, we receive no commissions for our services and are paid only by our clients. Our services include:• Income and expenses• Investments• Income taxes• Plans for retirement• Insurance needs• Education funding• Business succession• Social Security optimization• Estate planning