Financial Planning
Preparing today for a brighter tomorrow
Comprehensive Financial Planning
We serve our clients by offering coordinated wealth planning. Thoughtful, on-going, financial planning is achieved through a systematic review of each element of your financial picture.
Our Areas of Expertise
Goal Setting
We help you identify and prioritize your financial goals, creating a roadmap towards achieving them.
Retirement Planning
Our team builds retirement plans designed to provide a sense of security and guidance for your future.
Cash Flow Management
We assist in reviewing your cash flow, helping you maintain the liquidity needed for both everyday expenses and long-term goals.
Education Planning
We develop strategies to fund education for your children or grandchildren.
Risk Management
We evaluate and collaborate with insurance professionals to assess financial risks with the goal of protecting your assets and financial stability.
Estate Planning
Our estate planning services help preserve your wealth and facilitate its transfer according to your wishes, aiming to minimize tax impact.
Frequently Asked Questions
What is included in a financial plan from Hiley Hunt?
Our financial plans include a detailed analysis of your current financial situation, goal setting, cash flow management, risk assessment, retirement and investment planning, and estate planning.
Can Hiley Hunt help with specific financial goals like buying a home or funding education?
Yes, our financial planning services are tailored to help you achieve specific financial goals, including purchasing a home, funding education, retirement, and more.We help you prioritize key areas such as income replacement, estate settlement, and future financial security, so your plan addresses both immediate and long-term needs.
What should I focus on in my financial plan after losing a spouse?
We help you prioritize key areas such as income replacement, estate settlement, and future financial security, so your plan addresses both immediate and long-term needs.
How can Hiley Hunt assist me in setting financial goals for my family?
Our team works with you to identify and prioritize your family’s financial goals, creating a clear and achievable plan to meet those objectives.
What specific considerations should I take into account as a family steward?
We help you navigate the distinctive responsibilities of a family steward, including managing diverse financial resources, planning for dependents’ futures, and working toward long-term financial stability.
What is a fee-only financial planner?
We don’t receive any commissions on the actions we take on our clients’ behalf. Our only compensation comes directly from our clients – which means that no other financial incentive is provided by any institution. This model, also called fee-only financial planning, minimizes conflicts of interest.
We typically engage with clients in an on-going capacity where coordinated financial planning and investment management services are rendered in a continuing agreement.
Is Hiley Hunt Wealth Management a fiduciary?
Yes, Hiley Hunt Wealth Management is committed to offering our services at the highest level of the fiduciary standard. To understand more about what the fiduciary standard is, visit sec.gov.
Is Hiley Hunt Wealth Management an independent advisory firm?
Yes. Hiley Hunt is not affiliated with any major wirehouse or bank. Hiley Hunt uses independent custodians such as Charles Schwab to hold our clients’ assets.
Does Hiley Hunt Wealth Management work with clients outside of Nebraska?
Yes. Hiley Hunt Wealth Management is an SEC-registered investment advisor and is in compliance with notice filing requirements in the states in which we operate. Hiley Hunt can serve clients in all 50 states.
Are the advisors at Hiley Hunt Wealth Management CFP® practitioners?
Yes. Hiley Hunt Wealth Management is committed to continuing education and maintaining the preeminent credential in the financial planning field. Each advisor at Hiley Hunt Wealth Management is a CERTIFIED FINANCIAL PLANNER practitioner.
