Recruit, Reward, and Retain Key Executives
Improve the long-term profitability of your business.
Attain Superior Results, Fiduciary Oversight, and Lighten Your Workload
Our comprehensive retirement plan consulting services prioritize optimizing retirement plan results, safeguarding your plan and alleviating your responsibilities.
Fiduciary, Objective advice, Independent, Tailored to Your Needs
We offer a customized portfolio approach attuned to your changing requirements that is driven by internal research and a tax-conscious methodology, fortified by dynamic risk oversight.
Estate Planning, Business Continuation, Buy/Sell, and Key-Man
Liquidity at the time estate taxes are due; business continuity following loss of a critical employee; Funding the buyout provisions in an operating/partnership agreement
Over the years, we have built a reputation of trust and integrity with our firm’s name. Client service and support to our clients, their organizations, and their families is mission critical. We are more than just an investment analysis company – we provide a wide range of services that meet our clients’ varying needs across retirement plans, qualified and non-qualified plans, investment management, wealth management, estate planning, executive benefits, and business insurance.
At Houghton Financial Partners, we believe in building things that last. That’s why we work to develop long-term relationships with all our clients. As your company grows and evolves, we engineer strategies and recommendations to fit your changing needs.
We will organize your finances so that you can see your financial picture more clearly and establish goals that you want to reach in the future.
Intelligently personalized strategies for your family and company. We offer unbiased advice with a precise focus on your goals. Our experience helps ensure you have access to a broad spectrum of solutions and sophisticated strategies.
Depending on your investment objective, we will make specific asset and investment recommendations to bring those strategies to life and put them into action with your approval. Each client has personalized strategies to align with their personal goals and risk tolerance.
Concurrently managing the preservation of capital and growth is a directive we take seriously. After strategies are implemented, we continuously monitor your progress in concert through regular meetings to help you stay on track or pivot when life throws you a curveball.
Director of Operations
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