Hokin Investment Advisors, Inc. jobs and careers

About Hokin Investment Advisors, Inc.

Hokin Investment Advisors (HIA) believes working with an approachable and knowledgeable advisor can increase the likelihood of reaching your financial goals. As an independent fiduciary, we are committed to putting our clients’ needs and interests first. Our customized approach emphasizes teamwork and collaboration to help you feel engaged and empowered in your financial life. HIA is committed to working with clients at all stages of their financial journey and offers both assets under management and flat or subscription-based fee structures. ●Investing● Learn about investment options, risk management, diversification, and how to respond to market volatility. Analyze your portfolio to assess its suitability for your needs. Ongoing account management customized to your risk tolerance and goals. ●Financial Planning● Compile a high-level view of your financial life to see how everything fits together. Set exciting short-term and long-term financial goals that motivate you and create a comprehensive plan to achieve them. ●Retirement● Understand ways to save for retirement (Roth vs traditional, IRAs vs 401(k)s) and the most effective strategy for you. Consolidate old 401(k) accounts to simplify your financial life. Review your investments, projected balances, and future income potential to assess your retirement readiness. ●Businesses● Optimize your retirement plan and take routine plan management off your shoulders so you can focus on your business. Enhance tax benefits for owners and key employees and increase employee participation and retention. Education sessions and on-demand guidance so employees can get on track to meet their retirement readiness goals. Independent review of service providers and investment lineup to improve alignment with your goals for the plan.