Robert Nevarez,PFP
HN Financial Group

Tel: (310) 634-4646
650 Town Center Dr.
# 1400
Costa Mesa, CA 92626

Wealth Management, Life Style and Legacy



About HN Financial Group

Connect With an Expert Financial Advisor and Get Answers

Here at HN Financial Group, we have a combined 38 years of industry experience, and our partnership allows us to bring a fresh, innovative approach to financial planning. We strive to shake off the limited thought processes of other firms and try to address our clients? needs with a fine touch, precisely and proactively making changes and adjustments to their portfolios in order to both protect their assets and increase their financial worth. Our priority is to help people retire with confidence, and we love doing it.

Led by partners Robert Nevarez and Gali Horev, the HN Financial team has helped hundreds of clients with their short- and long-term financial goals, individualizing our process to their specific needs. If there is anything we?ve come to understand about wealth management, it?s that every client is unique in their expectations and that their goals and needs can ? and often do? change quickly and unexpectedly. Every HN associate is well prepared for the challenge, primed and ready to serve, poised to take advantage of every opportunity while acting as guardians to our clients and their wealth.

We look forward to changing the way our clients think about portfolio management and the financial industry, utilizing both state-of-the-art technology and tried-and-true tricks of the trade. We?re excited about the possibilities; we want you to be too.


General Information

Firm Start Year:   1999
No.of Employees:   2-4
Insurance License#:   0C93097
Name of Broker/Dealer:   Dempsey Lord Smith, LLC
Name of Custodial Firm:   National Financial Services
States Licensed in:   CA
Number of Years with Current Firm:   2


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life , Long Term Care , Variable Annuity , Life
Financial Organization Memberships:   Investments & Wealth Institute (IWI)


Firm Information

Firm's Number of Clients:   250
Firm's Number of Planning Clients:   100
Firm's Number of Managed Clients:   250
Assets Managed by Firm:   $80,000,000
Assets Managed by Advisor:   $30,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Compensation Methods:   Based on Assets , Flat Fee , Hourly , Subscriptions
Fee % Based on Assets:   1.5%-1.0%
Hourly Rate:   250
Additional Details on Charges:   My fees are based on Asset that I manage and are reduced at certain asset levels.
Minimum Fee Charged for Managed Accounts:   $1000
Minimum Fee Charged for Hourly Planning Accounts:   $200



Disclosures


Disclaimer

Securities offered through Dempsey Lord Smith, LLC Member FINRA/SIPC Advisory Services offered through Dempsey Lord Smith, LLC HN Financial Group does not offer tax/legal advice. Please consult your CPA or attorney for more information.

Robert Nevarez,PFP

Robert Nevarez,PFP

PFP

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My Services


Financial Advice & Consulting

We'll work with you to first define your goals for retirement and then determine how we can get you there. From estimating expenses to managing assets and designing a personalized savings plan, the team here at HN Financial Group is ready with the experience and the expertise to make your dreams a reality. Once the day comes where you are ready to stop working, we can also help you come up with a retirement savings distribution plan that will keep you happy and comfortable. You dont have to go into retirement hoping for the best  HN Financial Group can give you the confidence to dream big and look forward to retirement not with trepidation, but with excitement.


Financial Planning for Individuals

You dont want to work forever, and you also probably dont want to go into retirement without a plan or reassurances that youll have what you need. HN Financial Group can provide professional assistance to make sure that you can retire without worry and live the life youve been planning for since the beginning. Do you know how much you need to save now to be ready for retirement? What about unexpected costs, like medical bills? Here at HN Financial Group, we have more than 30 years of combined experience in the financial industry, so we know how to help you navigate the complicated process of retirement planning and anticipate whatever the future may bring.


Estate Planning & Trusts

You worked hard your entire life so you could leave something behind and take care of you family. We work with estate planning attorneys to help design and implement your estate plan. Whether your plan is simple and straightforward or complex, we will help guide you through the process.


Communities Served

Aliso Viejo Anaheim
Brea Buena Park
Capistrano Beach Chino Hills
Corona Corona Del Mar
Dana Point Diamond Bar
Fullerton Huntington Beach
Irvine La Habra
Laguna Beach Laguna Hills
Laguna Niguel Lake Forest
Long Beach Mission Viejo
Newport Beach Newport Coast
Orange Placentia
San Clemente San Juan Capistrano
Seal Beach Torrance
Trabuco Canyon Tustin
Villa Park Westminster
Yorba Linda

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