We're here to help you understand every facet of preparing for your financial future. Use our resources to better understand the financial planning process and how we work for you.

Important Documentation

Automobile Agreement

The use of an automobile is a privilege that carries an enormous responsibility for a new driver. This agreement can be modified to your family’s circumstances and can be used to help in managing driver expectations, responsibilities, and consequences.


Saving and Paying for College

You have options when it comes to saving up and paying for your child’s college education. Learn more with our helpful guide.


Assisted Living

Long-term retirement houses provide a type of residential care for people who require continual nursing care and have significant difficulty coping with or managing daily living activities.


Continuing Care Retirement Communities

Continuing care retirement communities (CCRC) are retirement communities that offer residents a continuum of care with accommodations for independent living, assisted living, and nursing homes. Click below to see a selection of CCRCs in the area.


Speak with an H&A Advisor

We’re only a phone call or email away. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you.