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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.


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