Copa Wealth Strategies

The H Group, Inc. is an independent, fee-only, wealth management and planning firm serving clients in the greater Salem, OR area. We strive to bring clarity in a complex world in order to help you with your financial goals. We work on a fee-only basis, so our work isn't subsidized by brokerage firms, insurance companies, banks or mutual fund companies. Some of the services we offer include: Custom tailored financial plans, Investment management, Portfolio management, Retirement feasibility analysis, Education planning and Estate planning. We will discuss your goals and review your current situation, then offer suggestions to help you get the most from your investments. We can prepare a stand-alone plan for you based upon a set fee, or we can provide ongoing advice as part of our portfolio management service. We respect our clients and take pride in educating them and providing regular communication so they can make informed decisions. For financial planning cases, we have no account size minimums. For investment management, our minimum account size is $500,000, but our typical account size is much larger. Our clients have entrusted us to manage well over $215 million in assets, but we are known to make exceptions. Our minimums for younger clients and small business 401 (k) plans are lower. Our three certified financial planners and our Advisory Associate offer 75 years of combined experience. Our support staff takes great pride in providing highly responsive, personalized service. Call The H Group now to learn more about how we can be of service to you!

Serving the Greater Willamette Valley since 1980, more than 85% of our clients are retired from Oregon PERS or about to retire from PERS. Please visit our website @ www.havenfinancialgroup.net