It’s tempting to focus on market forecasts, but predictions rarely drive long-term success. What does make a difference is consistency.
Annual financial reviews help you:
Stay aligned with your goals
Adjust for life changes
Manage risk intentionally
Make proactive decisions instead of reactive ones
A solid plan isn’t about timing the market—it’s about staying committed to a strategy built around you.
Gene Hilliard is a financial advisor and Retirement Counselor with over 20 years of experience. He has been working with Emerge Financial Group since 2005. His specialties include Investment Management, Cash Flow and Debt Management, Family Risk Management, and Planning services for Retirement, Education, Legacy, Business, and Special Situations.
Through Emerge Financial Group, he is efficiently supported by investment product consultants, tax accounting specialists, and a full administrative support team whose teamwork and professionalism help him to provide first-rate client service and build lasting relationships with his increasing client base.
“My commitment is to place my client’s interests first and to provide professional services with integrity, be proactive, timely, competent, and diligent while always keeping client information confidential.”
Gene has a Bachelor of Arts degree from California State University, Hayward and is a Retirement Counselor. He also holds Series 7, 63, 65 designations, and is a California Life Insurance Agent #0E71420.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services℠, Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 (972) 870-6000
http://www.finra.org http://www.sipc.org http://www.avantax.com/social_policy/
