Investment advisor & CFP™
Every person or couple can have different financial goals.
Some people want to save enough to retire and pay for their children’s education, while others envision a vacation home on the beach. Whatever your dreams, consider an advisor who will listen closely, understand them, and deliver a plan to meet their unique goals.
We take time to meet and get to know each of our clients. Then we develop a personal financial plan and an investment strategy that works just for them.
But there’s more. Once we put a plan into action, our top priority is providing the highest level of personal service. Our clients often want a financial advisor who can quickly respond to their needs. They don’t want to wait months to review their financial status; they need someone who is nimble and can help now. The Hadary Team is only a phone call away.
Our Services
You can receive comprehensive, timely recommendations for investments for your overall wealth management plan. Our seven-step financial investment advisory process includes:
Fiduciary Investment Planning
Tax Planning
Estate Planning
Risk Management Planning
Retirement Planning
Education Funding
Using this information, we develop an estate plan strategy aligned with your desires explaining how we decided on particular solutions. Next, we work with or help you identify an estate planning attorney in your state to prepare the legal document drafts. After the estate attorney of choice drafts your estate documents, we have our in-house estate attorney review the documents and create an executive summary and flow chart to summarize the flow of assets visually so we can provide final feedback to the estate attorney before you sign and execute your estate wishes. Lastly, we will monitor the estate plan and current state and federal estate rules to ensure that as laws changes, you are proactive in updating and adjusting your estate wishes when necessary.
We’re trustworthy
We operate on a fee-only payment structure without any hidden costs. Our financial planners are bound ethically and legally to put your interests first above the firm’s interests.
Moneta is a national fiduciary investment advisor with an active license as a Registered Investment Advisor (RIA). We had over $30 billion in assets under management as of December 31, 2022. We’re devoted to providing an exceptional client experience. Experience the Moneta difference by scheduling an initial complimentary consultation with our team.
Seven-step Approach to Financial Advice & Planning
Estate planning is crucial to having peace of mind about your wealth. It gives your family financial security and enables you to add to the growth and success of organizations. When you pursue the services of an estate planning financial advisor like the Hadary Team, you may reap the following benefits:
1. Understanding your current financial plan
Our experienced advisors begin by hearing your current situation and gathering vital information related your financial goals.
2. Identifying your objectives
Together, you and our team will define your investment and financial goals for drafting your financial plan.
3. Assessing potential causes of action
We will provide an unbiased assessment of your current financial plan, offering alternative strategies to optimize your plan.
4. Crafting the financial plan
We will provide an unbiased assessment of your current financial plan, offering alternative strategies to optimize your plan.
5. Presenting the financial plan
We will provide an unbiased assessment of your current financial plan, offering alternative strategies to optimize your plan.
6. Implementing the plan
We will provide an unbiased assessment of your current financial plan, offering alternative strategies to optimize your plan.
7. Monitoring Progress and updating
We will provide an unbiased assessment of your current financial plan, offering alternative strategies to optimize your plan.
It’s important to reiterate that we will be with you throughout this process. The Hadary Team of Moneta Group will define who’s responsible for the tasks that need to be prioritized next. We’ll also review your plan to ensure that it matches the changes in your life.
Talk to our team today
Moneta Group is a fee-only wealth management firm offering large-scale resources combined with personalized attention. Our advisors help establish customized financial plans for high-net-worth individuals and families. We work to provide top-quality, personal service at all stages of life.
We’re devoted to providing an exceptional client experience. Experience the Moneta difference by scheduling an initial complimentary consultation with our team.
