I love HFG.
My wife and I have trusted our future financial health as well as our children for quite a little while (when it was just Shaun and a beta in the office).
However, this review has little to do w the satisfaction we feel after a several years long working relationship and more to do w the quality of PEOPLE behind the desks at HFG.
Specifically, in times that could have been potentially hazardous to our aforementioned financial health.
here are my top 5 observations of HFG
5. Responsiveness- You only have to call the folks at HFG once. if you do not reach anyone, you can REST ASSURED that somebody will get back to you in a more than reasonable time frame
4. Flexibility- Like most of you, are family is very busy. Between work, school, children's activities life can get pretty hectic. That never leaves us with much more than a sliver of time with which we can do our in person meetings. We have met w Shaun on Saturdays and even a Sunday or two (only before or after the Niners games though). Even when on separate occasions we had to reschedule, or the maybe two times I just plumb forgot, Shaun has never even conveyed anything close to animus or irritation. I know that would irritate me
Shelby even brought her child w her once on a weekend in which we had an issue arise. Thanks Shelby
3. Level headed- Our first meeting w Shaun was in right in the midst of economic recovery. Like many of you who may be considering investing your money in stocks, life insurance or any other number of asset. I was MORE than just a little skeptical of anyond representing "finance" as a field. I am extremely confident in my understanding of who was responsible for the near global financial collapse. Shaun was patient in explaining the difference between what HE DID... versus what is done on Wall St
2. Always greeted with a smile- They smile folks...when you come in, you are greeted and acknowledged. dont take too long to go from talk business to talk story and RIGHT BACK AROUND AGAIN!!!
1. Rising Star- Like I said at the beginning of this review, we have been working w HFG for quite a while. We were first referred to him by a friend of ours who had been w the company but was leaving, turned our file over to him. We have watched him go from an office space the size of... well... not big. now there are idk how many rooms AS WELL AS TWO full time staffers now. It has been great watching his journey and continue to grow and expand grow and expand
EXTRA CREDIT:- they always come through in the clutch... and for that, I am forever grateful
Thank you for everhthing...
and thank you for still reading all the way thru... I wouldn't have :p read more