HFI Advisors

04/28/2023

Thank you to everyone who stopped by our Carthage Chamber After Hours event & Open House this evening!

A special shout-out to Teri with Teri & Company Catering for the awesome spread!

04/27/2022

Today is Administrative Professionals Day and we want to give a shout out to Amy Bryant!

Thank you Amy for everything you do here at HFI!

01/29/2021

Below we’re reviewing how capital gains taxes are determined and what methods you can use to reduce them.

Read more below!

Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.

12/15/2020

The big 7-0!!

Happy birthday to Rick 🎉

Join us in wishing him a happy birthday in the comments below!

03/19/2020

Are you worried about the current market conditions? Here is a good read!

A statement in the article that stood out to me was “the key is to zoom out and look at the long-term BIG picture”.

The fear of may be new, but the increased market volatility and the fear that comes with losing money isn't. Here's a look at what you should do and what we're doing.

10/09/2019

Want to brag on a co-worker with me at HFI. Do you know this guy? This is Tyler Burgess. He just passed the Series 65 exam today. It is a tough exam, and it will allow him to provide even more services to his existing and prospective clients. All of us at HFI are very proud of you. What an accomplishment!

Please join me in congratulating Tyler!!!

10/08/2019

Want to brag on a co-worker me at HFI. Do you know this guy? This is Tyler Burgess. He just passed the Series 65 exam today. It is a tough exam, and it will allow him to provide even more services to his existing and prospective clients. All of us at HFI are very proud of you. What an accomplishment!

Please join me in congratulating Tyler!!!

04/08/2019

Do you have a story? If so, what is your story? See my story!

Voya Financial Advisors (VFA), Technical Advisory Group & ALL the great advisors/family within this group, Tom Hollaron, Andre Robinson, Andrew Reinders, David Swartz, and my Heartland Financial Investments team - THANK YOU!

Thank you for providing the support, financial planning software, technology, and other resources to allow me to take care of my clients. I couldn’t have grown my business at the pace that I did the past couple years without all of these components.

Lastly, I appreciate the video, and VFA trusting me as an independent financial advisor to be a part of your great organization.

https://go.voya.com/2YpQKsD .

There can be benefits to working with a financial advisor to help prepare you for your financial future. Our advisor shares how his personal background had a...

01/09/2019

A soap box moment by Patrick Scott. Do you know the lady in this picture? For those of you that don't know, the picture is of THE Amy Bryant! I say "THE" Amy Bryant because she just passed the Series 66 exam this week. Also, in a short time frame, she has passed the Series 7, Series 66, and the Life, Health, & AD&D insurance exams. What an accomplishment!! Congratulations "THE" Amy Bryant!

If you know Amy, you know that I am going to be in trouble for posting this news.
But, please send her a quick message and congratulate her.