Our Services

Storytime with grandpa and granny!

In a world of constant change and information overload, it is no wonder your financial decisions seem complicated, time-consuming, and confusing. At Hyland Financial Strategies, we help eliminate the confusion and anxiety that often accompanies investment and retirement decisions. We provide professional, independent, and objective advice to develop the right plan for your individual needs.

Knowing what is important to you is critical to your success.  After taking a comprehensive look at your total financial picture, we work with you to develop a strategy that will help you achieve your financial goals. Our focus is to provide you sound investment advice that gives you the freedom and confidence to enjoy your life and the things that are important to you.

If you are nearing retirement or currently retired, you have additional challenges to consider – none more important that how you’re able to retire comfortably and not outlive your assets.  By analyzing your financial situation, we are able to design investment strategies that can help balance your need for steady income while preserving your assets.

We at Hyland Financial Strategies welcome the opportunity to work with you.

Asset Management

The process of investment management is highly individualized and should not be thought of as pre-packaged.  We have access to many different investment platforms that we employ based on your particular needs and circumstances. It’s important to us to be able to assess your specific situation and plan your investment strategy accordingly.  We never try to fit the proverbial “square peg into a round hole” here at Hyland – access to multiple investment platforms allows us to tailor investment strategies to your individualized needs.

Financial Planning

We customize a plan that integrates our client’s objectives within a larger, overall financial strategy.  Evaluation of your big financial picture is integral to the development of objectives tailored around the following:  your retirement – survivorship and other risk issues that we all face daily – family educational needs – or the transfer of wealth to the next generation.   Once the financial plan is drafted and reviewed, we serve as an important conduit to client’s other advisors, and our trusted partners, to implement the various action items.  Client meetings offer an opportunity to review investment and planning results, discuss non-financial issues and consider life events that could have an impact on a client’s financial priorities.

Risk Management

Most people work very hard to build wealth, few take the time to properly protect the assets that they do have- or will need in the future.   Building a solid financial foundation means being prepared for the unexpected.  No amount of financial planning can prevent a debilitating injury, premature death or natural disaster.   But the proper insurance coverage can make the difference between financial harm and stability.  We will work with you to identify any coverage shortfalls in the areas of life insurance, disability income, long term care, property & casualty, health insurance, and personal & professional liability.