At Hurley Investments we are dedicated to getting results and helping clients achieve their goals by providing fee-based financial planning, investment management, and strategic wealth planning services to individuals and businesses alike.
Managing your daily finances is essential for success. Hurley Investments offers an integrated platform that integrates investment, taxation, and risk management to help you achieve your goals.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.
The Hurley Investments team offers a truly unique financial experience. With the combined expertise of the team’s top professionals, we are proud to offer our clients an expanse of comprehensive tax solutions.
Protecting Your Legacy – We work hard to safeguard the inheritance of your intended heirs and work with the best estate attorneys in town.
All investments involve some sort of risk, whether it’s market risk, interest risk, inflation risk liquidity risk, tax risk. We will audit your existing portfolio to mitigate or reduce the risks you currently are taking.
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Clients engage Hurley Investments to provide impartial recommendations on a wide variety of issues. While each client and situation is inherently unique, the general process involves defining the client’s investment needs, goals, risk-tolerance, analyzing the client’s existing financial situation, and then recommending appropriate courses of action.
Investments play a key role in your financial security plan. No matter where you are in life, we can provide guidance, tools, and services to help you invest or prepare for retirement on your terms.
For individuals, a mix of individual investments and qualified retirement plan investments including those held in Traditional, Roth, Rollover IRAs, and Inherited IRAs can help achieve short- and long-term goals.
Choosing Hurley Investments provides you with options for financial and retirement planning products. We are unbiased in our investment approach. This lets our advisors match you to your ideal financial plan investment solutions .
When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan:
-Leave the money where it is
-Take the cash (and pay income taxes and perhaps a 10% additional federal tax if you are younger than age 59½ )
-Transfer the money to another employer plan (if the new plan allows)
-Roll the money over into an IRA
” He is my conscience when it comes to trading”
“You give insight into handling situations when things don’t go according to plan”
“You give the best professional perspective on What, When and How to put on trades”