HFG Trust was founded more than 40 years ago with the mission to simplify our clients’ financial journeys and empower them to live their fullest lives.
Your Financial Future, Simplified
Our mission is the foundation of everything we do. It shapes how we listen, how we plan, and how we walk alongside each client. Regardless of where you are in your financial journey, we stay engaged, continually working on your behalf—monitoring, adjusting, and fine-tuning—so you can move forward with confidence, knowing we’re fully in your corner. When complexity fades, opportunity grows—and with it, the freedom to pursue the life you envision.
Why We Exist
HFG Trust was created out of a desire to serve people differently. Our founder, Ty Haberling, CFP®, recognized a gap in the financial industry—one where individuals and families often received fragmented advice, focused on products rather than people. He saw a need for guidance that looked at the full picture: your goals, your values, and your current financial reality.
From the beginning, Ty built HFG Trust on a simple commitment—to act as true fiduciaries. That means offering advice rooted in integrity and always aligned with your best interest. Today, that founding vision still guides our work: to simplify the financial lives of others so they can focus on what matters most.
How We Make It Happen
Life is complex—but your financial plan doesn’t have to be. At HFG Trust, we take a comprehensive, coordinated approach that brings all the moving pieces of your financial life into focus. From planning your dream retirement to saving for a loved one’s education, we help you see how each part connects to the bigger picture. By offering everything under one roof and acting as a central point of coordination, we free you from the burden of managing it all on your own.
Our goal is to remove unnecessary complexity and bring clarity to your decisions. We take the time to understand your values, your goals, and the season of life you’re in, then tailor a plan that fits. Through thoughtful guidance and ongoing conversations, we help ensure your plan stays aligned with your life—not the other way around.
WISDOM
We Leverage Knowledge and Learning
Our culture is one of curiosity, where asking questions is just as important as finding answers. Gaining a deep understanding of our clients’ needs helps us simplify complexity and offer advice that fits real life.
EXCELLENCE
We Strive for the Highest Standards
We hold ourselves to the highest standards of conduct in all aspects of our work—the details, the follow-through, and the way we protect what matters most to you.
ACCOUNTABILITY
We Take Ownership of Actions & Commitments
Our clients count on us to show up and honor our commitments—in moments of ease and in times of uncertainty.
LEADERSHIP
We Act with Integrity to Set an Example
Our clients expect intentional, steady guidance. Leadership at HFG means working with humility and conviction so you can move forward with clarity, even when life takes an unexpected turn.
TRUST
We Build Lasting Relationships Through Transparency and Reliability
A deep sense of trust has been the foundation of our most successful relationships. We build this through transparency, consistency, and care, so you can pursue your most ambitious goals with courage.
HARMONY
We Foster a Collaborative and Respectful Culture
We create an environment rooted in respect and shared values—where clients feel understood, teams work together, and every interaction reflects who we are.
A Culture You Can Count On
At HFG Trust, our mission to simplify life starts with the people who make it possible every day.
We’re a team grounded in shared values, where trust and service guide everything we do. Success here isn’t just about outcomes—it’s about showing up with integrity and making a difference in the lives of those we serve.
The HFG culture is rooted in collaboration and care. Here, you’ll find more than a job. You’ll find a place to grow, contribute, and make a meaningful impact.
Insights That Move You Forward
Explore timely articles, market commentary, and practical guidance from the HFG Trust team. From retirement strategies to business transitions and estate planning, our expert resources are designed to simplify financial decisions and empower long-term confidence.
Feb 17 | Join Us for Our Smart Money Planning for Young Professionals Seminar!
Thinking about the future can be worrisome. Whether you’re age 20 and just entering the workforce or well-established at age 60, retirement will likely be a radical change of pace.…
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Quarterly Market Review Q4 2025
Executive Summary U.S. equities returned 17% in 2025, marking the third straight year of double-digit percentage gains. Volatility remained present throughout 2025, with U.S equities falling nearly 16% through early…
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5 Fantastic Countries for Retirees to Lower Their Cost of Living (Without Sacrificing Lifestyle)
Retirement is your chance to redefine how—and where—you live. Whether you're dreaming of sipping wine in Europe or soaking in sunshine in Latin America, there are places where your retirement…
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Ready to Simplify Your Financial Life?
We’re here to listen, guide, and help you move forward—on your terms. Let’s build your financial future together.
