What We Do
Forging a Path Together
We know you’ve worked hard to get where you are. But there’s more to do, and we can help. With our team you’ll get a personal relationship - creating a complete financial picture to cover all aspects of your life.
Whether you’re new to the world of investments or are just looking to take income from your portfolio, Honeycomb Financial wants to educate and empower you to make the best financial decisions based on your goals and priorities.
Who We Are
Let’s Build on What You’ve Accomplished
You’re an individual with financial goals that are your own. And the further you go in life, the more complex your finances can become. That’s why you need a valued partner who can help you throughout your journey.
Who We Help
The majority of our clients fall into one of these three categories:
How We Help
See the Bigger Picture
In today’s world, you need a modern investment planning relationship that brings you straightforward advice without pushing all the unnecessary products and gimmicks that have become so common. We help you connect all the pieces of your financial life so you can see what might be missing, fill in those holes and plan for opportunities that help you invest, preserve, and pass on your wealth to future generations.
Whether you are just getting started with your first real paycheck or nearing retirement – having a financial plan is like having a roadmap when you are leaving on vacation. You need to know where you are before you can determine how to move toward your destination.
Is my money doing what it’s supposed to do? We use robust tools to help develop goals-based investment advice and we do it over face-to-face conversation to make sure all of your questions are answered.
Can I afford to retire? Powerful software helps us design a custom strategy for you, helping you evaluate your personal situation and address your financial goals.
Keeping more of what you earn. Tax-efficient strategies that are designed with the goal to help you keep your wealth.
Our Process
Let’s Keep It Simple
Step 1: LEARN
Let’s have a conversation about you. Knowing where you are now and where you want to end up helps us understand how we can help you.
Step 2: PLAN
We analyze your full financial picture to create recommendations and develop a custom roadmap to help you move toward your destination.
Step 3: IMPLEMENT
Once we’ve discussed your plan, our team gets to work for you. From there on, we check in regularly to review and adjust.
Contact Us
Take the first step to a better financial future.
Building wealth isn’t just one of the categories listed above, it’s all the things in your life that lets you do the things you want to do. Let us help you live the life you want, and the legacy you want to create for future generations.