https://www.hb-wealth.com/about daily 0.75 2023-08-16 https://images.squarespace-cdn.com/content/v1/5d420f741e456a000190b5d2/1590178265927-I1M0DN3BR9RVJ7LX47UZ/Photo.jpg About “Our client’s success is our success.” — Rob Barcelona, Founder https://www.hb-wealth.com/home daily 1.0 2025-02-10 https://images.squarespace-cdn.com/content/v1/5d420f741e456a000190b5d2/1569282011865-P4CT0C9QTDUATCWWB2WM/image-asset.jpeg Home - Our Mission HB Wealth Management has three foundational principles: 1. A fiduciary relationship with every client 2. Technological-driven innovation 3. Service to the community where we work Learn More https://images.squarespace-cdn.com/content/v1/5d420f741e456a000190b5d2/1569331963708-1E8ABQCMJTFDJBIH5EE0/grand_rapids_waterfront_50.jpg Home https://www.hb-wealth.com/legal-compliance daily 0.75 2021-05-24 https://www.hb-wealth.com/who-we-serve daily 0.75 2023-08-16 https://images.squarespace-cdn.com/content/v1/5d420f741e456a000190b5d2/1569274904626-IA42QO64QEQCC74FKME8/smiling-businesswoman-in-office.jpg Who We Serve - Business Owners As business owners ourselves, we understand the many financial planning complexities you face every day. We can help answer many of the common questions business owners have, such as: - How can I keep retain talent and offer competitive benefits? - How do I start developing a stable succession plan? - Why is it important to work with a professional when setting up a corporate retirement plan, such as a 401(k), SIMPLE, or SEP? - Should I sell my business? - What benefits should I offer and how much will it cost? https://images.squarespace-cdn.com/content/v1/5d420f741e456a000190b5d2/1569275061945-Y1L621209QSYY3HRTRP5/young-man-working-at-desk.jpg Who We Serve - Professionals Many of our clients are successful doctors, attorneys, CPAs, or other professionals who are excited about planning for their family’s financial future, want to make sense of retirement planning, or have questions about their taxes. We help a wide array of high net worth professionals navigate the world of personal investing and answer common questions, such as: - Although retirement is many years away, I know I need to start planning now. How best do I start saving? - How can I afford to send my children to college? - I want to buy a new home or car, how best do I finance these goals? - How do I talk to my kids about money and the importance of good money habits? - Should mom and dad move in with us or a retirement community? https://images.squarespace-cdn.com/content/v1/5d420f741e456a000190b5d2/1569274834662-3LRJAAHHTQNWTEI8LFBQ/image-asset.jpeg Who We Serve - Couples & Families We work with and understand the decisions facing young couples/families as they begin to accumulate wealth. We can help answer many common questions that are unique to this generation, such as: - How much should I be saving in my 401k/403b and what type of investments should I select? - How should I deal with student loans? - How do I build a strong credit score and navigate a new home purchase? - What Is the best way to save for my child’s education? https://www.hb-wealth.com/privacy-policy daily 0.75 2021-07-12 https://www.hb-wealth.com/webinar-whats-my-dollar-worth-tomorrow daily 0.75 2020-11-13