Seeing the possibilities
for your financial future

At the Hinson Financial Group, we don’t tell you what to do with your money – we show you what you can do with your money and why it’s wise to do it.

When it becomes difficult to envision your retirement, your estate plan or your long-range plan for your business, we can help. For more than 30 years, we’ve unveiled new opportunities for individuals, families and small businesses through financial plans that are comprehensive and thorough.

We help you see the possibilities, taking into account every last detail to create thoughtful strategies to pursue your goals.

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PHASE 1
Understand

PHASE 2
Design

PHASE 3
Implement

PHASE 4
Manage

Understand In this step, we focus on getting to know you and your expectations. We’ll use a variety of tools, including questionnaires and interviews, to build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also make you fully aware of our capabilities and assist you in understanding the scope of services we offer to help you meet your objectives.
Design Next, we will analyze the information you’ve shared with us and design solutions intended to help you reach your objectives. This step may involve collaboration with other specialists or your existing professionals. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
Implement With your approval, we will execute your customized strategy using the extensive tools available to us through Raymond James. This involves the selection of specific account types, investment products and optional services, and the completion of all necessary paperwork.
Manage Once your plan is implemented, we will manage the progress of our recommendations relative to your defined objectives and suggest changes where needed. We will also help you address your reactions to significant personal changes or market shifts. Human behavior can be one of the biggest obstacles to the long-term success of a plan, so we will take care to help you act sensibly and avoid decisions based on excitement or fear.

895 Dove Street, Suite 300 // Newport Beach, CA 92660 // T: 949.851.4750 // T: 888.927.7808 // F: 949.851.4753 // Map & Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Hinson Financial Group, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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Seeing the possibilities for your financial future

Seeing the possibilities
for your financial future