Hyland Financial Strategies
In order to provide our fine clients with a wider range of services and products, HBH introduced its newest Division in May of 2000-Hyland Financial Strategies (HFS). Mark Hyland directs HFS. Hyland Financial Strategies serves as the Financial Planning arm of HBH and offers the following for the business owner and individual on a case by case basis:
FOR THE BUSINESS OWNER:
- Analysis of existing 401 (k) and other Retirement Plans
- Establishment and Installation of 401(k) and other Retirement Plans
- Business Succession Planning
- Key Man Insurance Plans
- Executive Bonus and Deferred Compensation Plans
FOR THE INDIVIDUAL:
- 401 (k) Rollovers and Lump Sum Distributions
- Investment Portfolio Management and Advisory Services
- Comprehensive Financial Planning as it pertains to:
- Retirement
- Education for children or grandchildren
- Survivorship
- Estate Conservation
- Asset Allocation
For information call Mark (502) 637-4733 or email markh@hylandins.net
Mark G. Hyland offers securities through Cambridge Investment Research, Inc. a registered broker/dealer, member NASD/SIPC and a federally Registered Investment Advisor. Cambridge Investment Research, HBH Insurance Group and Hyland Financial Strategies are not affiliated companies.
