VETTED
Don Hubbard
CFP®, CKA ®, CRC®
Tel: 817-594-6556 903 North Main Street Weatherford, TX 76086
Helping Folks Retire with Confidence
About Don Hubbard
Since 1999, I have been providing financial planning for individuals, families, and small businesses. I am a CERTIFIED FINANCIAL PLANNER" professional, Certified Kingdom Advisor® and Certified Retirement Counselor® with advanced knowledge and experience in retirement and financial planning.
I hold a Biblical worldview and am an active member of Kingdom Advisors. I try to apply Biblical wisdom to financial planning and will take the time to thoroughly identify your needs and specific goals before developing your personalized plan.
Prior to becoming a wealth manager, I enjoyed a distinguished 10-year career as a police officer with the City of Weatherford, Texas.
I transitioned into the financial services industry, working with a regional brokerage firm and then locally-owned Texas Bank. In 2008, after the bank sold for a second time in two years, I decided that I could better serve the needs of my clients in an objective manner by becoming an independent advisor. I chose to affiliate with LPL Financial, one of the nation's leading independent broker/dealer firms.
I received my Bachelor of Science from Tarleton State University.
Kim and I have been married since 1987 and have two grown daughters. We are members of North Side Baptist Church where I serve as a deacon, Sunday school teacher, and Bible study leader. I am a past member of the Rotary Club of Weatherford and the Parker County Community Education Advisory Council. I currently serve on the Grace House Ministries Advisory Board. My hobbies have included running, reading, hunting, fishing, and golf. But mostly golf!
Kim and I are now empty-nesters. We enjoy traveling and experiencing new adventures together.
About LPL-Don Hubbard Investment ServicesI hold a Biblical worldview and am an active member of Kingdom Advisors. I try to apply Biblical wisdom to financial planning and will take the time to thoroughly identify your needs and specific goals before developing your personalized plan.
Prior to becoming a wealth manager, I enjoyed a distinguished 10-year career as a police officer with the City of Weatherford, Texas.
I transitioned into the financial services industry, working with a regional brokerage firm and then locally-owned Texas Bank. In 2008, after the bank sold for a second time in two years, I decided that I could better serve the needs of my clients in an objective manner by becoming an independent advisor. I chose to affiliate with LPL Financial, one of the nation's leading independent broker/dealer firms.
I received my Bachelor of Science from Tarleton State University.
Kim and I have been married since 1987 and have two grown daughters. We are members of North Side Baptist Church where I serve as a deacon, Sunday school teacher, and Bible study leader. I am a past member of the Rotary Club of Weatherford and the Parker County Community Education Advisory Council. I currently serve on the Grace House Ministries Advisory Board. My hobbies have included running, reading, hunting, fishing, and golf. But mostly golf!
Kim and I are now empty-nesters. We enjoy traveling and experiencing new adventures together.
Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive retirement plan, with a knowledgeable advisor offering support, may help make the road ahead less strenuous.
I'm Don Hubbard, a financial advisor who understands the concerns you and your family face as you prepare for retirement, whether that is five or fifteen years away. My goal is to help you feel confident about your future and pursue your vision of a comfortable retirement. Incorporating a life planning approach from a Biblical worldview, I develop customized retirement strategies that address both your needs and your dreams.
Retirement is a significant milestone in one's life. My mission is to help make that transition more manageable and less stressful by building a personalized plan and offering ongoing support and objective guidance. Based in Weatherford, Texas, I serve clients in the greater Dallas-Fort Worth area and multiple states across the country. Start preparing for tomorrows retirement today by contacting me to set up a commitment-free introductory meeting.
See DisclosuresI'm Don Hubbard, a financial advisor who understands the concerns you and your family face as you prepare for retirement, whether that is five or fifteen years away. My goal is to help you feel confident about your future and pursue your vision of a comfortable retirement. Incorporating a life planning approach from a Biblical worldview, I develop customized retirement strategies that address both your needs and your dreams.
Retirement is a significant milestone in one's life. My mission is to help make that transition more manageable and less stressful by building a personalized plan and offering ongoing support and objective guidance. Based in Weatherford, Texas, I serve clients in the greater Dallas-Fort Worth area and multiple states across the country. Start preparing for tomorrows retirement today by contacting me to set up a commitment-free introductory meeting.
Compensation and Fees
Fee Structure:
Fee-Based
Financial Planning for Individuals
I help you formalize and prioritize your goals, evaluate your entire financial picture, and develop a customized plan designed to guide you toward your objectives.
Retirement Planning
I seek to help you identify opportunities for building a consistent income that will last throughout your retirement years. I can also offer advice on maximizing employee benefits, Social Security, 401(k) rollovers, and other complex financial elements of retirement.
Insurance Planning
Few things can erode your savings quicker than potential long-term care, long-term disability, or a premature death. I can help you evaluate what type of coverage is appropriate for your circumstances, including life, long-term care, and disability options.
Estate Planning & Trusts
I can help you articulate your estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.
Tax Advice and Services
Working with your CPA, I guide you through a full range of tax planning decisions with strategies designed to minimize your tax liabilities and maximize their cash flow.
Investment Advice & Management
Avoiding short-lived investment fads, I focus on market efficiency and sound economic philosophies. I also take your tax situation into consideration in an effort to maximize your after-tax return.
Disclosures
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
Disclaimer
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Don Hubbard Investment Services, a DBA of Advisor Resource Council, a registered investment advisor. Advisor Resource Council and Don Hubbard Investment Services are separate entities from LPL Financial. Additional information, including management fees and expenses, is provided in our Form ADV Part 2, available upon request or at the SECs Investment Adviser Public Disclosure site. As with any investment strategy, there is potential for profit as well as the possibility of loss.
26 Years of Experience
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