Financial Planning

Rise Into Prosperity

With our host of personalized services and programs, The Hopman Group will work with you to design a detailed and comprehensive plan for your financial future. As an independent Registered Investment Advisor, we oversee and coordinate personal and business finances in our community of Tucson, Arizona, including Oro Valley and Marana. Our mission is to provide you, your family and the businesses we serve with innovative financial strategies, solutions, and planning that result in your financial clarity and security.

Natural Financial Solution

Let’s make a plan with our Natural Financial Solution, a five step guide through the financial planning process. Our team of financial experts will bring their many years of experience and know-how to help you attain your financial dreams.

Financial Snapshot

Financial Snapshot

achieving your dream

This is the starting point of our relationship where we learn more about you, your dreams, and your financial priorities. We begin to gather your investment information to create a financial snapshot.

The Money Profile

Your Money Profile

finding your money personality

This fun quiz is to help you discover your financial personality toward money. Are you the Wealth Amplified! Champ®, the Wealth Amplified Tortoise®, the Funster®, the Chess Master®, or the Whirlybird®? Remember, there are no wrong answers, only your answers!

The Tiered Spending Plan

Tiered Spending Plan

closing the income gap

Are you on the right path toward achieving your dreams? We will develop a new financial snapshot of your life by evaluating your current wealth and your future wealth both upcoming and later in life.

Solutions and Implementation

Solutions & Implementation

proposed financial plan

We will propose a tailored financial plan that meet your dreams and priorities and walk you through our recommendations. Once you have reviewed and approved our recommendations, we will help you put the plan into action.

Financial Review and Update

Review and Update

life changes

Monitoring your financial performance plays an important role in keeping you on the financial path to your money dreams. Take advantage of our quarterly and annual reviews to make adjustments as your dreams and life change.

Investment Advisor vs Stock Broker
An investment advisor has a fiduciary duty to act in the best interests of their clients at all times

Investment Advisor versus Stockbroker

Oftentimes, when someone searches for information or obtains advice from an “expert” about financial matters or financial planning strategies, they’re given only a partial view of their full financial picture.

Why is this? Well, in the financial services industry, there are generally two ways of obtaining financial advice: one is given by Stockbrokers and the other is given by Investment Advisors. While many investors aren’t even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times, while stockbrokers do not.

This important difference between Investment Advisors and Stockbrokers is illustrated in a survey recently conducted by TD Ameritrade:

26%%

Know Investment Advisors have an obligation to act in your best interest

54%%

Believe falsely that Stockbrokers have a responsibility to act in their best interest

79%%

Preferred an Investment Advisor because of greater investor protection

A Fee-Based Advisory Firm

In today’s complex financial world, information is power. We strive to empower our clients with financial education and value your returns over transactions. Another added advantage to our service is that we are a fee based advisory firm. In other words, we charge a fee instead of earning a commission. This ensures that your investments are not based on a broker’s commission, but rather, based on your financial objectives and with your best interest in mind. We’d like to offer you a complimentary, no obligation, risk assessment.

We’ll provide a third party analysis of your current investments, personalized income projections, and ideas for immediate implementation. We look forward to your initial visit and to helping you reach your financial goals.

Speak with a Financial Advisor

No-Cost, No-Obligation One Hour Consultation

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OR CALL US (520) 326-1625