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Hummingbird Wealth Management

 
 
 
 
Building Long-Term Relationships
to Pursue Long-Term Dreams

Hummingbird Wealth Management

Many people, especially women, believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use financial strategies that will help you meet your objectives.

Our goal is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a road-map to reach your goals and make wise decisions to help improve your financial situation.

The process we follow in completing a financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  2. Designing a financial strategy that takes into account the range of needs you have now, and those needs you may have in the future; and
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.