Today’s Modern Family faces unique challenges that require a thoughtful approach to wealth management and financial planning. The Hock Group is dedicated to understanding the Modern Family and its many structures to customize financial strategies that are best-suited to those individual needs.
The strength of The Hock Group comes from our experience and expertise. Wealth management requires offensive and defensive expertise, plus strategic thinking at the highest level. Anticipation, market and industry knowledge, and relentless attention to detail are mandatory for consistent success. The synergy of our group and the vast resources of Robert W. Baird & Co. give us a competitive advantage to evaluate trends and opportunities, utilize technology and sophisticated research platforms, and provide us with the necessary tools to develop our unique investment management strategies and to monitor portfolio progress. While not all-inclusive, our practice and individual professional expertise is focused on four primary areas:
Private Wealth Management
Our comprehensive, goal-focused wealth management services are the foundation of every client relationship.
NextGen Wealth Building
We have developed a simplified approach to help you get started on the right path to build wealth through every phase of life.
Qualified Plan Consulting
We work to help design a customized and flexible solution for our clients based on merit and quality over time.
Divorce Financial Planning
Working with team member Lana Hock, a Certified Divorce Financial Analyst (CDFA), could result in better outcomes throughout your divorce process.
By choosing The Hock Group you will receive the customized financial planning that best meets your unique financial needs. Whether you’re just starting your career and family, growing a successful business, or planning for retirement or family legacy, we partner with you to help you achieve your financial goals.
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