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General Experience

We value working with a wide range of clients. Our services are most sought after by individuals age 50 and above who are within 10 years of retirement. The children of these clients have been referred to us over the years, helping to grow our practice into the next generation. HFS Advisers has been enriched by the experience of planning for all life events, from starting clients' first savings account to strengthening their estate plans.

As our practice has grown, our services have expanded to help our clients' business needs as well as personal needs. This has led to our development of retirement, succession, and risk management plans at the corporate level, including developing 401-k plans, employee bonus structures, and benefits packages.

As a Certified Financial Planner® (CFP), Nick is knowledgeable and experienced in the following areas:

  • General Principles of Financial Planning
  • Education Planning
  • Risk Management and Insurance Planning
  • Investment Planning
  • Tax Planning
  • Retirement Savings and Income Planning
  • Estate Planning
  • Professional Conduct and Regulation

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