Investment Services
Text Box: The information and contents on this site are for informational purposes only and do not constitute an offer to sell or a solicitation of an offer to buy any security, product, or service.  Products and services referred to on this site are available only in those jurisdictions where they are lawfully approved for sale and are sold only through licensed persons that are appropriately registered or exempt from registration in that jurisdiction.   Follow-up, individualized responses to persons in any state by its representatives that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made absent compliance with state broker-dealer, investment adviser, BD agent or IA rep registration requirements, or an applicable exemption or exclusion. Text Box: College Funding: As we all know education is highly important for our children’s future, and at HFM we can help you put away the necessary savings on a Tax Deductible Plan. Retirement/401K Plans: Saving for the future is important, but saving on a tax-deductible or even employer sponsored retirement plan can make a significant improvement in our financial security after retirement. Ask your employer today if they offer a 401K plan. If not HFM can help set up the plan that is right for you and your company. Investment Management: At HFM we study the market, and keep up to date on the best performing funds and investment vehicles, so as to provide the best results for our clients. We also take care of the day to day maintenance responsibilities of owning an investment portfolio. Lastly, we can help to minimize the risk while maintaining or even increasing the expected return of existing portfolios. Charitable Gifting: Trust & Estate Administration: Estate Plans: Text Box: As an independent firm we have access to over 10,000 mutual funds, professional money managers, and over 200 top-tier insurance companies. Selecting the right portfolio is made easy with our professional advice and wide range of available Text Box: All securities brokerage accounts are cleared through Pershing LLC (Pershing), a BNY Securities Group Co.   Since 1939, Pershing has been providing comprehensive brokerage execution, clearance, data processing, and financial products and services to broker-dealers worldwide. Working on behalf of your financial institution, Pershing provides account protection for the net equity of your securities position and cash in your accounting.  Of this total, the Securities Investor Protection Corporation (SIPC) provides $500,000 of coverage, including $100,000 for claims for cash awaiting reinvestment.  The account protection applies when a SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.  Visit www.sipc.org for Text Box: Securities offered through Saxony Securities Inc. member FINRA/SIPC, www.finra.org Hawaii Financial Management and Saxony Securities Inc. are separate and unrelated companies. www.saxonysecuriteis.com Text Box: Hawaii Financial Management

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