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How We Work

HBFSco provides a comprehensive range of products and services. We take the time to understand your current financial situation, what is important to you, and offer solutions to meet your individual needs. As your fiduciary, we emphasize communication and education about financial concepts, strategies, and products.

We provide assistance in the following areas:


Asset Management
Brokerage Accounts
CDs and Bonds
Common Stock
Traditional and Roth IRA
Variable and Structured Annuity

Financial Planning

Retirement Planning
Trust and Legacy Planning
401(k) and 403(b) Planning
College and Education Planning
Estate Planning
Divorce Planning
Charitable Giving


Life Insurance
Long-Term-Care Insurance
Disability Income Insurance
Key-man Insurance
Life Insurance Retirement Plan

For more information about our firm and the services we offer, send us an email or call the office. |  978-302-0768