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About HD Financial Specialists

We at HD Financial Specialists are a unique, passionate and experienced group of specialists offering effective solutions for Financial, Tax, Estate and Medicare. What We Do: For the last two decades, we have provided clients with premier service focused on their investment/financial planning and tax planning/preparation. At HD Financial Specialists we have expanded to an even more unique experience for our clients. We have united financial planners, tax planners, estate planners and Medicare planners to holistically serve and build our clients the most well-diversified plans. Our Approach: Each client has a specific need and goal. Our commitment is to provide our clients an individually-tailored plan to meet their specified needs and goals. We operate our business using a simple creed: Honesty, Pride and Commitment. Each of our specialists are top-notch planners in their respective fields. We have created synergy between the four prime elements of financial success. Our Mission: We strive every day to add value to our client’s financial futures. Whether preparing tax returns, rebalancing retirement portfolios, reviewing wills or comparing Medicare programs, our focus always revolves around our client. We will never stop in our pursuit to guide our clients, both individuals and businesses alike, to their personal needs and goals. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.

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