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HJ Wealth Management, LLC

HJ Wealth Management, LLC boasts an
exceptional team of financial professionals. 

1000 Germantown Pike, Suite H-1, Plymouth Meeting, Pennsylvania,
19462, United States

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About HJ Wealth Management, LLC

The financial planning experts at HJ Wealth Management, LLC make the successful implementation of a comprehensive plan the highest priority in their dealings with clients. The HJ Wealth Management team understands that carefully constructed, meticulously executed investment strategies constitute the surest way of generating strong returns on a consistent basis. 

In order to achieve the optimal results for clients with a multitude of individual situations and priorities, the HJ Wealth Management leadership team has developed a distinctive and innovative method of holistic wealth planning called The Progression Of Wealth, which is also the title of a book written by the founders of HJ Wealth Management, Jay Heller and Brian Kohute. HJ Wealth Management's Progression Of Wealth hinges on a long-term focus and an all-inclusive approach to viewing and analyzing a client's greater financial context. Due to its thoroughness and intricacy, the HJ Wealth Management Progression of Wealth plan can take up to two years to be fully implemented.

HJ Wealth Management's Progression Of Wealth comprises six stages: Blueprint, QuickStart, Independence, Protect, Legacy, and Tax. In the first stage, clients meet with an HJ Wealth Management advisor for approximately an hour and a half, during which time an individual's expectations and desires for the next year, 5 years, 10 years, and beyond are discussed and used to generate a 2-page Blueprint of actionable steps.

During the QuickStart phase, HJ Wealth Management professionals delineate short-term goals, including savings plans and strategies for laying a strong foundation for education and retirement planning. HJ Wealth Management also provides clients with cash flow analyses to assist with decisions about how much to save (a common target is 20% of annual gross income) and whether to place the money into a taxable or tax-deferred account. The HJ Wealth Management QuickStart stage covers all the exigent planning steps necessary to account for a client's needs for the next five years.

The Independence segment of HJ Wealth Management's Progression of wealth strategy centers around retirement planning and hinges on a Financial Independence Forecast. The Financial Independence Forecast projects investment returns and enables HJ Wealth Management advisors to place money strategically in order to achieve maximum results while minimizing risk.

The final three stages of The Progression of Wealth system devised by HJ Wealth Management encompasses insurance and liability planning, estate and legacy planning, and tax planning. To read in-depth explanations of this dynamic approach to comprehensive financial planning, order the book co-authored by HJ Wealth Management's founders, available at Amazon.com.


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HJ Wealth Management, LLC - phone number 610.272.4700
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