MONEY MANAGEMENT PHILOSOPHY
Our money management advice is based upon Biblical Stewardship Principles.
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RETIREMENT INCOME STRATEGY
The thought of running out of money and the scary cost of health care are two of the biggest fears among those considering retirement.
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INVESTMENT MANAGEMENT STRATEGY
A comprehensive process for selecting investments, as well as a systematic process that seeks to "protect and preserve" investments during severe market declines.
LEARN MOREUnderstanding Today's Financial Environment
Welcome, I’m Henri Glover, President and founder of HG Tailored Financial Services, LLC a faith-based financial services firm in Dallas, Texas. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help address your needs of today and for many years to come. If working with a faith-based financial planning firm appeals to you, please give us a call...we'd love to hear from you!
14180 Dallas Parkway Ste 500 Dallas, TX 75254
Phone (972) 332-4868 • henri@hgloverfinancial.com
Helpful Content
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Surprises
Making the most of surprises is a great reason to work with us.