Our Services

HTR Group offers a broad selection of services that range from Income Planning and Money Management to Personal and business insurance to help its clients achieve and increase financial security and protect their assets:

Annuities

Annuities are insurance products filed with and approved by state insurance regulators. Our clients are often seeking guidance on an variety of financial objectives.

Money Management

HTR Group approaches money management with sell high/buy low strategies because the “buy and hold” approach has the potential to derail your long-term goals.

Wills & Trusts

A Trust and a Will are both useful tools in the estate planning process; however, the differences between the two are not always clear and there are advantages and disadvantages to both.

401k Planning

A 401(k) is the most common form of investment plan to anyone working for a large company, however small businesses and companies are also beginning to offer these plans .

Income Planning

Most people consider contributing to their 401(k) plan all the “income planning” they need, but true income planning is an essential part of retirement.

Tax Services

At HTR Group, we understand the important connection between proper tax preparation and successful retirement planning.

Insurance

Learn more about the many substantial tax advantages associated with life insurance products.

Contact Us

Have questions for us? Don’t hesitate to reach out us today. We’re happy to answer any questions you may have.