At Hobart Financial Group, we focus on guiding you to and through your well-deserved retirement – a retirement in which you need to be careful not to mismanage or miss opportunities to maximize your investments. You deserve accountability from your financial professional. We believe accountability is the only way to ensure your future is protected.
That’s why we offer the Hobart Guarantee: We promise that if you’re not totally satisfied with our services during your first year with our firm, we will refund 100% of the advisory fees that you may have paid to us during our initial time together.*
We make this guarantee not only because we believe it is the right thing to do, but more importantly because we are that confident you are going to love being our client. Our firm provides outstanding financial services to those that want a professional financial services firm as their partner. Our team provides a personal experience; from customized communication about your investment portfolio to providing learning events designed to benefit your exact needs and lifestyle.
We’re certain that after meeting with us, you’ll agree.
*If for any reason Client is not satisfied with Advisor’s services provided hereunder during the first year of service, Client may receive a refund of all HPC Advisory Fees paid during the first year of service for services provided up to the date of notice. This offer is subject to the qualifications and conditions described in the Investment Advisory Agreement. Please review that agreement carefully before signing.