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OCT 3: Investor Series Featuring Hamilton Lane. REGISTER TODAY

HH’s planning process integrates your interests and needs, adapting to your life choices over time.

your entire financial picture

Goals driven. Not returns driven.

There’s more to a well-lived life than money and resources. HH’s LifePhase Investing® is about building portfolios that will help you reach your goals for every stage of the journey, while addressing concerns about increasing longevity.

Learn about LifePhase Investing®

Discover LifePhase Investing®

A new model of financial planning tailored to your life goals

Build & Grow

Build & Grow

This financial phase aligns with your peak earning years, where you gather assets and save. Earning potential, saving discipline, and insurance are crucial.

Transition

Transition

The transition phase focuses on strategy execution to shift from earning to reaping rewards. Here, savings and strategizing are impactful as you look toward transitioning to retirement.

Distribute & Deploy

Distribute & Deploy

This phase starts when you withdraw from retirement accounts and focus on legacy planning. Strategic investment and optimal withdrawals ensure your goals progress on stable financial ground.

Start planning your financial legacy.

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