The H Group, Inc.

The H Group, Inc. The H Group, Inc. is one of the largest, independent fee-only registered investment advisory firms in the Northwest.

With 8 professionals in 3 locations,
Investment Advisory services are offered by The H Group, an SEC Registered Investment Advisory firm. is an independent, fee-only wealth management firm. Founded in 1990 and registered with the Securities and Exchange Commission as a Registered Investment Advisory firm, our advisors are located throughout WA, OR, NM, and ID. Together we serve clients all across

the country.Our highly credentialed financial advisors average nearly 20 years of experience in the financial services profession. With several licensed professionals across multiple locations, actively managing over $1.1 billion, our advisors are helping thousands of people navigate the complex world of personal finance.

What’s your biggest question about healthcare in retirement? Medicare timing, coverage transitions, budgeting—there’s a ...
02/26/2026

What’s your biggest question about healthcare in retirement?

Medicare timing, coverage transitions, budgeting—there’s a lot to sort through. Our Retirement Checklist is a simple way to get organized.
Download the checklist, or schedule an introductory call if you’d like to talk it through. > https://bit.ly/4rCIouy

Long-term care planning is often misunderstood. Rather than predicting the future, many people start by considering wha...
02/24/2026

Long-term care planning is often misunderstood. Rather than predicting the future, many people start by considering what support they would want if needs change and how that possibility fits into an overall plan.
Download the Retirement Checklist to guide your considerations. https://bit.ly/4cd7VWA

Does your retirement budget include healthcare—specifically?If not, consider adding a dedicated healthcare line item and...
02/19/2026

Does your retirement budget include healthcare—specifically?

If not, consider adding a dedicated healthcare line item and reviewing how it may change across different stages of retirement.

Use our Retirement Checklist to guide your review. https://bit.ly/4c9HAZz

Retiring before Medicare eligibility? Don’t overlook the “gap years.”If retirement may happen before Medicare begins, it...
02/17/2026

Retiring before Medicare eligibility? Don’t overlook the “gap years.”

If retirement may happen before Medicare begins, it can help to review coverage considerations for the years in between and how they fit into your retirement budget.

Download the 2026 Retirement Checklist to help guide your planning process > https://bit.ly/3OjP9Tw

In observance of Presidents’ Day The H Group offices are closed today, Monday, February 16th, 2026.
02/16/2026

In observance of Presidents’ Day The H Group offices are closed today, Monday, February 16th, 2026.

You don’t need perfect estimates to start planning.A practical approach is to build a healthcare budget category, includ...
02/12/2026

You don’t need perfect estimates to start planning.

A practical approach is to build a healthcare budget category, include a cushion for out-of-pocket costs, and regularly review it as circumstances change.

Download the Retirement Checklist (PDF) to start planning > https://bit.ly/4ahHWMo

Medicare planning tends to be easier when you outline your retirement window and list questions you want answered ahead ...
02/10/2026

Medicare planning tends to be easier when you outline your retirement window and list questions you want answered ahead of key deadlines.
Download our Retirement Checklist (PDF) to help you get started planning here > https://bit.ly/4qz2UuV

A helpful planning step is to include healthcare as a specific line item in your retirement plan—as well as a reminder t...
02/03/2026

A helpful planning step is to include healthcare as a specific line item in your retirement plan—as well as a reminder to revisit it over time as costs and needs change. https://bit.ly/3MjooOi

For many retirees, Medicare isn’t just a health decision—it’s a planning decision. In 2026, make sure you understand:✅ H...
01/29/2026

For many retirees, Medicare isn’t just a health decision—it’s a planning decision. In 2026, make sure you understand:

✅ How income can affect premiums (IRMAA)
✅ How timing and enrollment rules work
✅ How healthcare costs fit into retirement cash flow

Our 2026 Key Data guide includes the updated figures and planning reminders. Download it here > https://bit.ly/4qKswWt

Top of mind for 2026: Managing income to support healthcare affordability.

Our 2026 Key Financial Data guide is ready.It’s a quick-reference download designed to help you spot the annual updates ...
01/28/2026

Our 2026 Key Financial Data guide is ready.
It’s a quick-reference download designed to help you spot the annual updates that can influence real decisions—saving, taxes, benefits, and retirement timing.

📥 Get the guide here: https://bit.ly/3ObUMmo

If you’d like help applying these numbers to your plan, we’re happy to talk.
Top of mind for 2026: Turning “information” into action steps.
#2026

If you have access to an HSA, it can be a powerful tool for 2026—especially for healthcare costs today and in retirement...
01/27/2026

If you have access to an HSA, it can be a powerful tool for 2026—especially for healthcare costs today and in retirement.

Key step: confirm the updated annual limits and confirm your payroll elections match your plan.

Top of mind for 2026: Balancing current cash flow with future healthcare planning.

Want the updated numbers? Download our 2026 Key Financial Data guide > https://bit.ly/4t4P8T6

Address

Portland, OR

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15032925853

Website

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