HL Financial Group

WELCOME TO HL FINANCIAL GROUP

HL Financial Group is a financial services firm,
offering a wide range of financial products to
individual investors, for profit companies, and
non-profit organizations.

Based in the San Francisco Bay Area in San Mateo, California.  HL Financial Group is here to serve your interests with the highest standard of service.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Seeking Balance in a Mutual Fund

Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

College Savings: Roth or 529 Plan?

Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.

Consider REITs for Income and Diversification

Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.

Qualified Longevity Annuity Contracts (QLACs)

Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.

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