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Stay up-to-date with what's going on with our team, events, industry trends and more.

 

Monday, January 22, 2018

We are pleased to welcome Ryan Milinazzo to HMFG. Ryan is a CPA and earned his Masters of Accounting from the University of Colorado – Boulder. He has assisted HMFG on a part-time basis in previous years. He comes from the oil &...

 

Monday, November 27, 2017

We would like to thank all our clients in attendance at our Annual Platinum Client Appreciation Event. This year we enjoyed a wonderful night at Balistreri Vineyards for dinner, wine, and live music from the band RELIC. Thank you to...

 

Thursday, October 5, 2017

We want to thank all clients who joined us for our "Women and Wealth" Jewelry Event at Andrews Jewelry Store in the Southglenn Mall. We had a great night of food and wine paired with several jewelry collections Andrews Jewelers brought...

 

Thursday, September 21, 2017

We want to thank all clients who joined us for our Social Security Event and Client Appreciation at the Altitude Chophouse in Laramie WY. We had a great discussion regarding Social Security and the recent changes to the program and how...

 

Thursday, September 7, 2017

For our Annual Office Retreat this year, we visited Grand Lake. During our retreat, we had conversations revolving around the products and services we offer with the goal of improving what we do and how we do it, to better serve you....

 

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Wednesday, July 26, 2017

We want to thank all our clients who attended our 25th Anniversary BBQ and Movie celebration. Brothers BBQ provided great food for us at our office before we walked over to Infinity Park where the field was packed for a showing of Top...

 

Thursday, May 11, 2017

We want to Congratulate Danielle Strand on graduating with a degree from Colorado Christian University. As many of you may know, Dani worked for us for several years while in school. Dani is also the daughter of Marcie who is our...

 

Wednesday, February 1, 2017

This past September, Christopher married his high school sweetheart, Lauren. We wish them a lifetime full of love and happiness as they start their journey together.

 

Monday, January 9, 2017

We are excited to kick off the 2017 tax season. If you haven't seen our remodel, please stop by when you drop off your documents. We look forward to working with you this upcoming year.

 

Monday, October 24, 2016

We will be out of the office on the 20-21 for our annual retreat in Estes Park, CO. The goal of our retreat is to have conversations regarding the products and services we offer with the goal of improving what we do and how we do it,...

 

Wednesday, September 14, 2016

We had a great turnout for our annual Social Security Dinner exclusive to HMFG clients at McCormick and Schmick's in the DTC. Putnam Investments was gracious in offering their Social Security expert Bill Case to talk about many issues...

 

Wednesday, August 31, 2016

Don't let the year-end tax planning or upcoming 2017 Tax Season stress you out!!! One of our clients finds the process very easy and relaxing and we will ensure you have the same experience.

 

Tuesday, December 1, 2015

Christopher recently passed his Series 7 & 65 exams and will be studying for his insurance license and CFP over the next few months.

 

Wednesday, November 25, 2015

We had a great time at our Annual Platinum Client Appreciation dinner at the Adams Mystery Playhouse. We thank everyone in attendance, and look forward to next year's events.

 

Sunday, August 23, 2015

We will be out of the office on the 20-21 for our annual retreat in Silverthorne, CO. The goal of our retreat is to have conversations regarding the products and services we offer with the goal of improving what we do and...

 

Sunday, June 7, 2015

We are pleased to announce the newest addition to our Firm. Christopher Milinazzo joined the team on June 1. He will be assisting in many areas including investment research and portfolio analysis. Our goal is for Christopher to become...

 

Friday, April 17, 2015

Saturday, April 25, 2015 We are having a shredding event for our clients to help you do some spring cleaning! Bring your boxes of confidential documents such as credit card offers and statements, old taxes, utility bills and anything...

 

Thursday, July 10, 2014

The Institute of Business and Finance (IBF) recently awarded Ann Marie with the only nationally recognized retirement designation, CIS™(Certified Income Specialist™). This graduate-level designation is conferred upon...

 

Sunday, July 6, 2014

Thursday, August 14, 2014 Pizza & Finances is for high school juniors and seniors and college students. This a great way to introduce our future investors to the financial world. Ann Marie explains: Budgeting and Cash Flow Management...