Broker Check

HP₃ Financial Planning Process

Every action we take is based on our data-driven, 3-step process.

Clarity 

Clear thinking exists at the intersection of mutual understanding about where YOU are and where YOU are going.

Learn more

Confidence

Individualized strategies ensure that your goals are always in focus, providing confidence to act and implement crucial financial plans.

Learn more

Control

Control the controllable in the process of wealth management through dynamic tools and ongoing support.   

Learn more
You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

Contact Us

Wealth Planning

 We offer comprehensive wealth management and retirement planning strategies.

Learn more

Investment

We offer a full range of investment and financial services and have access to a wide array of solutions.

Learn more

Business Planning

Managing your money involves more than simply making and following a budget.

Learn more

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's most-unexpected events.

Learn more

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Learn More
Financial Strategies for Women

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Learn More
My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn More

Meet Our Team

Jim Duke

Jim Duke

Managing Partner

Questions? Comments?

Thank you!
Oops!