Our Services
At Hudson Financial Services, we understand you have concerns about your finances and we can help you find the answers you need. Our client engagement process is designed to help you envision the goals you want your money to help you accomplish… and a financial roadmap to help get you there. Also, we know that although a plan is great, it has a tendency to change as life does. We are always here to answer questions, clarify complicated correspondence or simply listen!
Below you will find a list of just some of the services we provide to our clients and links to view our brochure, our team, menu of services, company brochure, our focus, financial planning roadmap, and what to expect next.
View information about our firm and the services we offer. Please feel free to share our brochure with any family members or friends who may benefit from our services.
Our staff will be with you every step of the way. We are dedicated to providing a "concierge" level of service to all of our clients.
A three-tiered approach ensures whatever your circumstance, the level of services you need can be appropriately accommodated.
Your objectives, and our disciplined approach and high quality service translate into a customized financial plan with on-going review and communication.
We follow a disciplined 6-Step Financial Planning Roadmap that explores your personal circumstances through in-depth conversations and develops a thorough picture of your financial life.
Support and resources available for clients.
Financial Planning Services
- Retirement Income Planning
- Tax-advantaged Investment Planning
- Risk Tolerance Analysis
- Asset Allocation Analysis
- Portfolio Design and Implementation
- Social Security Benefits Analysis
- College Funding Strategies
- Asset Protection Strategies including Life and Long Term Care Insurance
Investment Products
- Investment Advisory Accounts
- Variable and Fixed Annuities
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Stocks
- Government, Corporate and Municipal Bonds
- Money Markets and CDs
- Alternative Investments
Our Tax Specialties
- Personal Income Tax return preparation
- Tax-advantaged investment planning
- Tax-advantaged retirement plans
- Small businesses
- Home office deductions
