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.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Federal Income Tax

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

Required Minimum Distributions

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

Lease Payment

How much would your monthly lease payment be?

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Retirement Savings: Traditional, Roth, or Both?

How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?

Caught in the Middle: The Sandwich Generation

Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.

Give and Receive with a Charitable Remainder Trust

Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.

Medicare Open Enrollment

This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.

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