HFG Trust

HFG Trust We are a locally owned state-chartered trust company serving our community. Clicking the "Like button is merely a mechanism to circulate our page.

*****Clicking the "Like" button does not constitute a testimonial for or endorsement of our investment advisory firm, any associate person, or our services. "Like" is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal. *****

06/01/2026

A special invitation to our Spokane community—we hope you'll join us.

Does your income fluctuate from month to month?

Whether you're self-employed, earn commissions, receive seasonal income, or work in a profession with variable earnings, managing cash flow can feel like a constant balancing act.

Join Brent Schafer - Financial Planning with Purpose on June 17 for our monthly lunch and learn, How to Win with Irregular Income, where we'll discuss practical strategies to help you create stability, build savings, and make confident financial decisions—regardless of when income arrives.

💡Free Lunch and Learn
- June 17 | 12PM - 1PM
- Spokane Valley, WA

🔗Reserve your spot today: https://tinyurl.com/2v498edt

05/27/2026

📌 Traditional 401(k) vs. Safe Harbor 401(k)

If you’re a business owner setting up a retirement plan, here’s a quick breakdown:

• Traditional 401(k) plans require annual testing
• Owner contributions can be limited based on employee participation

• Safe Harbor 401(k) plans help avoid those testing limitations
• Owners and highly compensated employees can typically maximize contributions
• Can simplify retirement planning for businesses

🎥 Thanks to Megan Nichols and Real Money Real Fast for today’s quick tip. More insights coming soon!

05/21/2026

A quick reminder: It pays to shop bank rates. 💰

Whether you’re opening a savings account, renewing a CD, or looking at loan options, rates can vary more than people think. Taking a little time to compare could help your money go further over time.

05/13/2026

Who says spring cleaning has to be boring? 🌱☀️

We enjoyed a morning filled with coffee, doughnuts, great company, and the satisfying sound of shredding carloads of old documents!

A huge thank you to our friends at Columbia Industries Information Management, our amazing team, wonderful clients, and all of our friendly volunteers who helped make the event such a success. We appreciate you all!

05/04/2026

We are thrilled to announce that HFG Trust has been nominated for TC Best's Financial Planner and Customer Service awards! 🎉 We are so grateful for our community's support and are ready to make 2026 our best year yet!

🔗 Check out our custom voting link here: https://www.votetcbest.com/hfgtrust

05/01/2026

If you’re over 50 and earning $150K+, there’s a change coming to your 401(k):

Starting in 2026, your catch-up contributions can no longer be pre-tax.
That extra $8,000? It’s going Roth.

✔️ Base contribution = still pre-tax eligible
✔️ Catch-up = now Roth only (if over income limit)

It's a small rule change but it could have a big impact on your tax strategy.

Megan Nichols, CFP® breaks it down—quick and simple.

Got questions? We're here to help, no matter how small they may seem! 🌱 Drop your queries in the comments below, and let's chat!

04/28/2026

Expanding our reach within the Spokane community: Not your average day at the office…

One of our advisors, , CFP®, TPCP®, took on the role of auctioneer at the Timbers Christian School fundraiser in Nine Mile Falls. He truly brought the energy!

From beginning to end, it was a celebration of positivity, community spirit, and dedication to a meaningful cause. We're proud to see our team making a difference beyond just the workplace!

We’ve had a few conversations lately with people who’ve either moved abroad or are thinking about it.Almost all of them ...
04/25/2026

We’ve had a few conversations lately with people who’ve either moved abroad or are thinking about it.

Almost all of them had the same reaction:

“I didn’t realize how much this would affect my finances.”

Not in a bad way. Just in ways that aren’t obvious at first.

Things like:
• How taxes work across countries
• What happens when your income and investments are in different currencies
• Whether your accounts still function the way you expect

None of it is unmanageable. It just takes a bit more coordination than most people expect.

If this is something you’re navigating (or considering), we recently put together a simple breakdown and we're happy to share it with you. Let us know in the comments if you need the link!

04/22/2026

We got to spend a little time with Rich Breshears of Breshears Professional Photography! Thanks for helping Tyler look his best for the Tri Cities Young Professional's Award.

Tyler Pearson thank you for representing HFG Trust in the most positive light. We can't wait to see what you do next!

04/22/2026

If you own a home, this one is for you. Many homeowners believe their mortgage interest provides a major tax advantage. In reality, it often doesn’t.

In this video, we explain: When mortgage interest deductions benefit you (and when they don’t) ⤵️

If you’re making decisions based on assumed tax savings, it may be worth reviewing.

Need a second look? We’re here to help—no minimums required.

Address

Kennewick, WA

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15097357507

Website

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