RELAX. YOU'RE AT HOME HERE!
You don't have to be an expert at financial planning or investing, you just have to know who to ask. Get unbiased answers from a team you can trust.
Contact us to start a conversation about your financial needs.
HBA Wealth Cycle
The HBA Wealth Cycle delivers active financial planning and investment management throughout the life of your relationship with us.
Learn More
Our Professionals
Our team approach offers a range of services to provide more benefits to our clients.
Learn More
Helpful Content
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
View all articles 
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.