How are we different...

INDEPENDENCE/UPHOLDS A FIDUCIARY STANDARD

As Registered Investment Advisor, Brock Hill Wealth has a fiduciary duty to all clients. It is our responsibility to provide fair and full disclosure of all material facts and act solely in the best interest of each of our clients at all times. We have no “hidden agenda” or drive to sell any particular financial product. Halal Wealth Plan utilizes the custodial services of Charles Schwab.

UNBIASED INVESTMENT ADVICE

Brock Hill Wealth values unbiased investment research and advice. We have access to many independent research resources that allow us to thoroughly analyze product research and only select investments that we believe are best suited to our clients' needs. Halal Wealth Plans Financial offers no proprietary products, investment banking business, or any other conflicts that can get in the way of providing independent, objective, and unbiased investment research.

COMPREHENSIVE FINANCIAL PLANNING

Brock Hill Wealth believes it is important to take a holistic approach to financial planning. We aim to manage all aspects of our clients' financial situation. We provide our clients with in-house experts for matters of tax planning, investment planning, retirement planning, insurance planning, education planning, and estate planning. In the unlikely event that we are unable to provide needed expertise, we consult with our trusted affiliates, which include local CPA firms and attorneys.

Brock Hill Wealth knows that financial planning is an ongoing, dynamic process. We offer our clients periodic service meetings, portfolio rebalancing, and retirement planning. As your needs change our investment strategy will change to meet your current financial situation.

“OPEN ARCHITECTURE” INVESTMENT PLATFORM

As independent advisors we have access to thousands of mutual funds, ETFs, and alternative investments. Free from the constraint of proprietary products and investment banking relationships, we are able to work with our clients to determine which investment options are best suited for their unique financial situation.

FEE-ONLY AND COMPETITIVE PRICING

Brock Hill Wealth works with clients on a fee-only basis. This allows us to offer truly objective financial advice and align our goals with those of our clients - growing assets. Through our fee-only program, we are able to adjust your investment portfolio without requiring you to pay any commission. Most importantly, since annual fees are based on total assets under management, fee-only asset management ties our compensation directly to the performance of your account, thereby eliminating conflicts of interest.

Our Process

Discovery

During the discovery process we want to learn about you. We listen to your goals, outline your objectives and determine what degree of risk you are comfortable with. We look to gather quantitative data, such as investment and insurance statements, tax returns, benefit plans, income statements, expenses, and existing estate structure information. It is important that we understand your past and present so that we can help you as you build a brighter and more secure future.

Analysis

We study your existing plan to see if it is properly structured to meet your stated goals. We then develop a draft analysis to help you understand the implications of your present planning and to identify inconsistencies that may exist between your current situation and your communicated goals and objectives.

Strategy

After methodical review of your current situation and needs, we offer a range of options that focus on your goals. Each plan anticipates opportunities and pitfalls, as well as addresses your specific needs. Recommendations are made comprehensively in the areas of:

Retirement Planning
Risk Management Assessment
Asset Allocation and Investment Strategies
Cash Flow Analysis
Survivorship Planning
Estate Analysis

Implementation

Once a plan that meets your specific goals and objectives has been identified, we will manage the implementation from A to Z to ensure purposeful execution.

Review

Your plan is not a one-time occurrence but rather an ongoing process. It is always active. We react to changes proactively and monitor it so that new developments in your personal situation an