The H Group, Inc.

(on liberty ste)
Business Consulting and Services in Salem, OR
Business Consulting and Services
Financial and Investment Services
Lawyers and Law Firms

Location

500 Liberty St SE Ste 310
Salem, OR
97301

About

The H Group, Inc. is an independent, fee-only, wealth management and planning firm serving clients in the greater Salem, OR area. We strive to bring clarity in a complex world in order to help you with your financial goals. We work on a fee-only basis, so our work isn't subsidized by brokerage firms, insurance companies, banks or mutual fund companies. Some of the services we offer include: Custom tailored financial plans, Investment management, Portfolio management, Retirement feasibility analysis, Education planning and Estate planning. We will discuss your goals and review your current situation, then offer suggestions to help you get the most from your investments. We can prepare a stand-alone plan for you based upon a set fee, or we can provide ongoing advice as part of our portfolio management service. We respect our clients and take pride in educating them and providing regular communication so they can make informed decisions. For financial planning cases, we have no account size minimums. For investment management, our minimum account size is $500,000, but our typical account size is much larger. Our clients have entrusted us to manage well over $215 million in assets, but we are known to make exceptions. Our minimums for younger clients and small business 401 (k) plans are lower. Our three certified financial planners and our Advisory Associate offer 75 years of combined experience. Our support staff takes great pride in providing highly responsive, personalized service. Call The H Group now to learn more about how we can be of service to you!

Latest

We're excited to again support the Women's Worth l Estate & Financial Planning Seminar, this time, in a virtual space. Register below to join us on October 20 at 11:30am. Even if you're unable to make the event live, registering will assure you receive a link to the recording after. TUE, OCT 20 AT 11:30 AM PDT Women's Worth l Estate & Financial Planning Seminar
What traits make up a good investor? And how can women harness those traits to empower themselves and their finances? Check out our most recent article, and don't forget to sign up for this year's free virtual Women's Worth seminar on October 20th. https://thehgroup-salem.com/investor-traits-women/
How much of an impact does the president actually have on financial markets? Ryan Long breaks it down for you. https://thehgroup-salem.com/2020-election-impact-on-financial-markets/ THEHGROUP-SALEM.COM How important is the election on financial markets? | The H Group, Salem
Don't miss this year's free Women's Worth seminar, it's just a little more than a month away, so get registered now! https://thehgroup-salem.com/womens-worth-2020/
Read our latest update from the Federal Reserve Open Market Committee ! https://thehgroup-salem.com/fed-note-9-2020/ THEHGROUP-SALEM.COM Fed Note | September 17, 2020| The H Group, Salem
Find out what the team at The H Group has been up to over the last few months! https://thehgroup-salem.com/team-update-q3-2020/
Based on the traditional definition of market cycles, the new record confirms that a bull market began on March 23 when the index closed at its official low point. This also confirms that the February-March bear market was the shortest on record, lasting just 33 days. https://thehgroup-salem.com/the-bull-is-back/ THEHGROUP-SALEM.COM The Bull Market Is Back... Will It Keep Charging? | The H Group, Salem
On August 8, 2020, the president issued an executive order to allow the deferral of certain payroll taxes during the last four months of 2020, and the IRS recently provided related guidance. This has implications for both employers and employees. Here's a brief summary of the issues. https://thehgroup-salem.com/temporary-payroll-tax-deferral/
Here's our take on the last quarter. https://thehgroup-salem.com/2020-third-quarter-update/ THEHGROUP-SALEM.COM 2020 Third Quarter Update - The H Group - Salem, Oregon
In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which included several provisions designed to help retirement savers cope with the financial fallout from the pandemic. https://thehgroup-salem.com/plan-sponsors-coronavirus-relief/
We seprate the myths from the facts when it comes to social security! https://thehgroup-salem.com/myths-and-facts-about-social-security
Learn everything you need to know about Retirement Account Rollovers. https://thehgroup-salem.com/retirement-account-rollovers/
Everything you need to know about how to get and maintain a good credit score! https://thehgroup-salem.com/all-about-credit-scores/
Question of the Week: "With the 2020 election being over, what comes next?" https://thehgroup-salem.com/election-results-what-comes-next/ ‎
Beginning on November 1, individuals (including families) may apply for new health insurance, switch to a different healthcare plan, or re-enroll in their current plan through a Health Insurance Marketplace under the Affordable Care Act (ACA). https://thehgroup-salem.com/november-1-2020/ THEHGROUP-SALEM.COM Open Enrollment for Health Insurance Marketplaces | The H Group, Salem
In August, the president signed a memorandum to extend federal student loan relief through the end of the year. https://thehgroup-salem.com/student-loan-relief-extended/
Have you been wondering what happened with the GameStop situation? https://thehgroup-salem.com/gamestop-stocks/ THEHGROUP-SALEM.COM The GameStop Stock Situation | The H Group, Salem
Read our take on the most recent reserve meeting! https://thehgroup-salem.com/fed-note-1-28/ THEHGROUP-SALEM.COM Fed Note 1/28/2021 - The H Group - Salem, Oregon
As a business owner, you're going to have to decide when will be the right time to step out of the family business and how you'll do it. https://thehgroup-salem.com/transferring-your-family-business/
U.S. retail sales suffered in the spring of 2020 due to safety concerns, government-mandated lockdowns, and economic uncertainty wrought by the coronavirus pandemic. https://thehgroup-salem.com/covid-and-future-of-retail/
Do you have a 403(b) retirement plan? https://thehgroup-salem.com/403b-plan-basics/
Read our answer to your questions! https://thehgroup-salem.com/what-to-expect-2021/

Information

Company name
The H Group, Inc.
Category
Business Consulting and Services

FAQs

  • What is the phone number for The H Group, Inc. in Salem OR?
    You can reach them at: 503-371-3333. It’s best to call The H Group, Inc. during business hours.
  • What is the address for The H Group, Inc. on liberty ste in Salem?
    The H Group, Inc. is located at this address: 500 Liberty St SE Ste 310 Salem, OR 97301.