One Wealth Map Guides and Teams

How We use Guides, Team Support and Experts

Each person in in our group has a certain skill set and part in helping you.

What are we all about

A Message from our Co-Founder: Ken Himmler

Why We Do It Differently

This is not your typical "financial firm"

After 40+ years helping people I have seen the large financial institutions and banks turn individual financial services into a "big box store" mentality of hiring salespeople.

While they might be licensed, they are told what to sell or push.

I wanted to create a family feel style firm but to give our clients a one stop shop of getting all the advisors around one single table to discuss and map your financial future together.

When was the last time you had your lawyer, CPA, Insurance agent, financial advisor and business advisor all meet at one time, on a regular basis, to discuss and plan a better financial future for you?

Or:

Are you the one that has to find, meet separately, and coordinate all the moving pieces yourself?

If this is you, that means you have to be the expert in every area to assure that all the advisors are not only doing the right thing but to assure every piece by every advisor is integrated and does not overlap.

Guides

A Guide is your collaborator to get you to where you want to go. Your guide is who you share your goals, your concerns and family journey with. They will also be your guides with eMoney and all your What-If decisions when it comes to Exploring you options.

Financial Planners
Strategic Business and Personal Planners

Team Support

Your Team Support to everything administrative and data. Your team will help you assemble documents for planning, tax preparation, trusts etc. They will also assist you in anything you need.

Relationship Managers
Financial Planners Assistants

Experts

Experts are those advisors that have expertise in one specific area. They work within the team but focus on one area only.

Lawyer
Trust Advisor
CPA
EA
Certified Tax Planner or Certified Tax Specialist
Insurance Advisor
Asset Protection Advisor
Loan Specialist
Investment Analyst
Real Estate Advisor
Business Valuation Appraiser

How Our Team Works Together

How we work as your Financial Advocate

H&H Retirement Design and Management, Inc. is a SEC Registered Investment Advisor. For more information on our firm, please visit SEC.GOV for a full Form ADV II and the form CRS. Any discussion, text, video or communication on this site should not be considered a recommendation, projection, or assumption of any returns, risks, or future projections of any type of investment, process or plan. Any recommendation can only be made by one of our licensed advisors after consideration of acceptance as a client. No initial communications, without formal engagement should be considered a recommendation or suggestion. H&H Tax and Business Advisors, LLC. is a separate, Non-SEC Registered Advisor but is a commonly owned company practicing in tax and business advisory services. Please visit HHTBA.Com for specific services related to H&H Tax and Business Advisors, LLC. Please visit our privacy policy and terms of service for this website. Please visit our Client Relationship Summary (ADV III) and our Firm Brochure (ADV II) This site is published for residents of the United States only. Investment Advisor Representatives of H&H Retirement Design and Management Inc may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. One Wealth Map is a holding company for multiple related companies under the One Wealth Map Brand. H&H Retirement Design and Management, Inc, H&H Tax and Business Advisors, LLC, Integrated Wealth Management, LLC, Asset and Income Protections Services, LLC.