Broker Check

Digital Tools Geared Towards Our Executives

Linking Your GM Fidelity and Solium Accounts To Our Reporting System

This short tutorial video will walk you through the steps of linking your external GM Fidelity and Solium accounts to our reporting system.  This will provide you with the most comprehensive and consolidated investment report by aggregating all of your data into one online hub. 

Watch Tutorial

Digital Calculators

Higher compensation requires additional attention to tax liability, estate and life insurance, which is why we utilize a holistic approach to our planning. Browse through an array of helpful digital calculators geared towards this approach.

Browse Calculators

Mobile App

We understand how busy your role is, which is why we developed a handy mobile app that allows you to easily stay in touch with us on-the-go, wherever you are. You can view your accounts on your mobile device, ask us questions, send and receive secure messages, request an appointment, and much more. 

Download the HFG App

Executive Communications

Short Term and Long Term Incentive Plan Payout

2018

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GM Health Savings Accounts

2019

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Executive Seminars & Presentations

"Lump Sum vs. Monthly"
Maggiano's - Troy, MI

Why GM is offering a lump sum pension offer

Current funding levels of the GM Pension Plans

Overview of your pension collection options

Things to consider when making your decision

Financial status and rating of GM's Pensions

Lump sum vs. monthly pension analysis

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"Steering GM Employees to Financial Freedom"
Proving Grounds - Milford, MI

GM Retirement Savings Plan (GMRSP)

GM Personal Savings Plan (GMPSP)

Defined Benefit Pension (Monthly and Lump-Sum Options)

Early Retirement Transition Offers

Team GM Bonus, Health Spending Account (HSA)

Long-Term and Short-Term Disability

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"GM Pension Considerations"
Eddie Merlot's - Bloomfield Hills, MI

GM Pension Considerations

Pension Benefit Guaranty Corporation

Monthly Pension (advantages/disadvantages)

Lump Sum (advantages/disadvantages)

Difference between Fixed/Varaible

Lump Sum vs. Monthly Analysis

Rate Changes and Lump Sum

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"GM Executive Event"
Ruth's Chris - Troy, MI

GM Restricted Stock Unit Program

Long Term Incentive Plan

Taxation of RSUs

Ratings and Technical Analysis of GM Stock

Additional Bonus Income

Diversification and Tax Saving Strategies

Tax Laws

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