Resource Coordination
Synchronizing your assets for harmony and peace of mind.
Our Collaborative Approach
We maintain relationships with tax, insurance and estate-planning professionals who we believe attempt to maintain the same client centered standards that we hold ourselves to.
Our Areas of Expertise
Estate Planning
Hiley Hunt Wealth Management will interface with qualified attorneys to enable our clients to draft and execute their estate plans.
Risk Management
We collaborate with insurance professionals to advocate on our clients’ behalf for the insurance they need.
Tax Coordination
Our strategies include coordinating with tax professionals to optimize your tax situation and solidify your overall financial plan.
Liability Management
Hiley Hunt Wealth Management coordinates with lenders to help our clients with debt financing to achieve their goals of homeownership or access to additional liquidity.
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Frequently Asked Questions
What types of financial resources do you coordinate?
We coordinate a wide range of financial resources, including investments, retirement accounts, insurance policies, and estate plans.
How does Hiley Hunt collaborate with other advisors?
We work closely with value-aligned accountants, attorneys, and insurance agents to maintain a cohesive financial strategy.
How do you coordinate financial resources after a spouse passes away?
We work closely with you and other advisors to integrate all financial resources, including insurance payouts, retirement accounts, and business interests to assist in a seamless transition and coordinated strategy.
What services do you offer for new family stewards?
We provide powerful support to new family stewards, including financial organization, advisor collaboration, and strategic planning to manage and grow family wealth.
How can Hiley Hunt help me with the transition of managing family finances?
We offer tailored support to ease the transition, including a thorough review of existing financial resources, developing a cohesive plan, and ongoing guidance to help you gain confidence in your new role.
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.
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.
