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COVID-19 UPDATES

Our first priority is helping you take care of yourself and your family. While these are uncertain times, we are continuing to reach out to our expert and process updates but more importantly listen to our valued clients.

If at anytime you have any questions or concerns, please do not hesitate to reach out to us at anytime. We can't thank you enough for your continued trust, kindness, thoughts and prayers. It has been truly overwhelming. As we say we don't work with dollars but with people. We are grateful for each of you!


This too shall pass and be written in history. What we make of it, will define our legacy. Our thoughts and prayers are with all of you. Please stay safe!


Steve, Stephanie, and Pam

COVID-19 Helpful Resources
Private Wealth Management For Select Individuals

Private Wealth Management For Select Individuals

At HB Financial Resources, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

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HB Financial Resources Exciting News:  IARFC Founder's Award

HB Financial Resources Exciting News:  IARFC Founder's Award

In the past 3 years, the non-profit group - International Association of Registered Financial Consultants (IARFC) has experienced a complete reawakening of purpose and function. For this reason, the Association will be awarding its Chairman and CEO H. Stephen Bailey, MRFC, the Founder’s Award at their 2019 Annual Conference in Nashville, TN on March 20-22 at the Gaylord Opryland Resort and Conference Center...

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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

About Us

About Us

Years of experience have prepared us to guide you through your life transitions.

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Our Team

Our Team

Our advisors are ready to evaluate and support all your potential investments.

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Our Philosophy

Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Words of Wisdom

"An investment in knowledge pays the best interest."

Benjamin Franklin