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.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

More Calculators →

Bridging the Gap Between Retirement and Medicare Eligibility

See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.

Consider REITs for Income and Diversification

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

Trusts Offer More Than Estate Tax Protection

Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.

Why Americans Are Eating Out Less Than Ever

Dining out is on the decline. Discover why Americans prepared about 82% of their meals and snacks at home in 2018.

More Newsletters →