YOUR GOALS - OUR MISSION

HIBBARD WEALTH MANAGEMENT GROUP | CLEARWATER, FL

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Hibbard Wealth Management Group

 

SERVICE COMMITMENT

OUR CONCIERGE SERVICE COMMITMENT

We believe our clients should be treated the way they want to be treated with the highest level of service, timely communication, and personal touch to have an exceptional client experience. We want to build relationships with honesty and integrity, going above and beyond investment advice. By placing our clients first we adhere to our service commitment to you.

OUR PLEDGE

We commit our energies, intellect and knowledge to help helpingclients attain their financial objectives by providing the highest possible level of service and delivering superior investment alternatives. We believe that putting the financial well-being of our clients first ultimately serves the best interests of our shareholders, our communities and ourselves. Remaining responsive to the needs of our clients in a financial environment characterized by constant change is our continuing challenge.

 

OUR SERVICES

PROFESSIONAL ASSET MANAGEMENT

As advisors we believe in a fee based approach. We determine your needs, goals, and risk, and invest your assets based on your objectives.

COMPREHENSIVE FINANCIAL PLANNING

Our focus is achieving your goals. By putting your goals and resources into a comprehensive plan we can concentrate on what you need and want, and how best to get you there. Life throws you many surprises: children, education, divorce, death, special needs, inheritance, etc., and we are here to help you manage them.

INSTITUTIONAL CONSULTING

We provide services for institutional clients ranging from non-profits, foundations and endowments to corporations, insurance companies and family offices. We are a trusted partner to help you meet your organization's goals. We have the resources and capabilities to help align your institution's financial goals with its mission.

BANKING AND LENDING STRATEGIES

*We have cash and lending solutions to help you meet your financial needs such as a Securities Based Line of Credit, margin loans and customizable cash management strategies.

INSURANCE PLANNING

During our financial planning review, we uncover your insurance needs whether it is life insurance, long term care, disability, or asset protection. We review and assist you with proper evaluations and discuss how to best fit your needs.

TAX PLANNING

Careful tax planning throughout the year can help you reduce the taxes you pay and help you achieve your financial goals. We work with you and your CPA and/or Attorney to help you mitigate taxes.

ESTATE PLANNING

Life events can cause a number of financial burdens. We work with you and your CPA and/or Attorney to help you implement your plan.

OUR PROCESS STARTS AND ENDS WITH YOU

Step 1 - Listen and Understand Your Concerns

We will gather information about your current circumstances, your future goals, your concerns and your aspirations. We need to find out what is important to you.

Step 2 - Identify Your Financial Goals

We will review with you what we have identified as your goals and ask questions to confirm we understand the importance of your financial goals and concerns.

Step 3 - Assess Your Tolerance For Risk

We will have you answer a questionnaire to get a good idea of your risk tolerance and go over it in detail with you.

Step 4 - Collaborate with Your Team (CPA's, Attorney's. etc.)

Creating a plan also means working with other professionals in your life to make sure we are all on the same page as needed.

Step 5 - Design and Implement an Appropriate Investment Strategy

Based on your goals and risk tolerance we will create a strategy tailored to you based upon our collabrative process.

Step 6 - Manage, Monitor, and Adjust Your Plan as Needed

Goals and risks change throughout your lifetime. We will meet with you regularly to go over your plan and recommend adjustments as needed, which includes investments, estate planning, retirement, etc.

Step 7 - Remain Focused on Your Long Term Planning

Stay dedicated to your long term goals.

Step 8 - Continue to Monitor the Process

The process starts and ends with you. We will continue to review steps one through seven to stay focused on you and your financial well-being.

 

WHAT TO EXPECT

We Will Collect Data and Determine Your Financial Goals

  • Obtain information through meetings and questionnaires
  • Determine your financial goals, needs, wants
  • Assess your risk tolerance and time horizon
  • Collect documents for account opening

Evaluate your Financial Status

  • Based on the information collected we will evaluate your financial status including net worth, debt, standard of living, and cash flow
  • Create a personalized financial plan
  • Discuss estate planning strategies
  • Review tax planning strategies

Implement our Recommendations

  • Review our recommendations with you
  • Implement the recommendations with timelines, as agreed upon

Monitor and Review

  • Set up quarterly, bi-annual, or annual reviews based on your preference
  • Review recommendations
  • Review performance
  • Update life events
  • Educate
  • Economic and investment product update

All of our services are completed with our concierge service commitment to you. Our clients come first and we want you to be able to engage us with any concerns or issues you have. We are committed to providing you with superior service and making a difference in your financial success.

STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY.
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AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP

Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence.

A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisor (RIA), Steward Partners Investment Advisory acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients' best interests. The Firm and its advisors, owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.**

*As of 6/30/2021
**https://www.sec.gov/divisions/investment/advoverview.htm
 

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Our Office

Hibbard Wealth Management Group
600 Cleveland Street, Suite 1150
Clearwater, FL 33755
Phone:
Frank (727) 386-5494
Amy (727) 386-5659
Email:
Frank.Hibbard@stewardpartners.com
Amy.Rosa@stewardpartners.com
 
 
 

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