Our Story
Hughes Financial Services, LLC was founded in 2009 by Paul Hughes and Scott Hughes, two experienced financial professionals driven by a passion to empower individuals and families to achieve their financial goals. We partner with clients to understand their unique circumstances, dreams, and aspirations, and tailor our strategies to meet their specific needs.
Our Team
Our team comprises seasoned financial experts with deep industry knowledge and a genuine desire to help our clients succeed. We believe in open communication, transparency, and personalized attention to ensure you feel empowered and confident throughout your financial journey.
Our Qualifications
We hold industry-leading credentials, including:
- Certified Financial Planner (CFP) designation
- Certified Investment Advisor (CIA) designation
- Chartered Financial Consultant (ChFC) designation
- Certified Private Wealth Advisor (CPWA) designation
Where Our Clients Are
We proudly serve clients across the United States and internationally, representing diverse backgrounds, financial situations, and goals. We are committed to providing personalized guidance regardless of where you are located.
Our Services
We offer a comprehensive array of financial services designed to meet your individual needs, including:
- Wealth Management & Investment Planning: Developing and implementing personalized investment plans, retirement planning, and wealth preservation strategies.
- Retirement Planning: Maximizing retirement accounts, planning for post-retirement income, and addressing unique challenges faced by retirees.
- Estate & Legacy Planning: Creating a comprehensive estate plan including wills, trusts, and power of attorney.
- Tax Planning: Consulting on tax-efficient strategies to minimize taxes on income, investments, and estate.
- Financial Education & Guidance: Providing personalized workshops, webinars, and educational resources to empower you to make informed financial decisions.
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