Working Together

We don't believe in a "one-size-fits-all" approach at The Hester Group. Instead, we'll work with you to create a plan that's based on your individual needs and objectives.

So how do we get started?

Let's talk: It all begins-with a simple conversation. Our initial meeting will allow us to get to know one another and identify your planning objectives. 

Be open and honest: We'll try our best to anticipate your needs, but we will never assume anything. Your openness and honesty will assist in creating a solid plan to properly address your needs and objectives.

Ask lots of questions: As your trusted advisor, we want to make sure that you fully understand every aspect of your financial plan. Although we pride ourselves on thoroughly educating throughout our process, please do not hesitate to ask any questions as they arise.  

You make the decisions: While this is very much a team approach, there's never any doubt who's in charge. We'll analyze your needs, review your individual situation, and supply all the information-but every decision is completely up to you. 

Ready to get started? Click here to Schedule An Appointment 

 

 

 

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  • Adjusting Your Tax Withholding

    Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.

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