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Text Content

Menu

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   * Our Process
   * Latest News
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 * Contact
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BEHAVIORAL FINANCE

An amusing and whimsical look at behavioral finance best practices for
investors.
Learn More

BEHAVIORAL FINANCE

An amusing and whimsical look at behavioral finance best practices for
investors.
Learn More

BEHAVIORAL FINANCE

An amusing and whimsical look at behavioral finance best practices for
investors.
Learn More

BRIDGING THE CONFIDENCE GAP

In the world of finance, the effects of the "confidence gap" can be especially
apparent.
Learn More

BEHAVIORAL FINANCE

An amusing and whimsical look at behavioral finance best practices for
investors.
Learn More

BEHAVIORAL FINANCE

An amusing and whimsical look at behavioral finance best practices for
investors.
Learn More

BEHAVIORAL FINANCE

An amusing and whimsical look at behavioral finance best practices for
investors.
Learn More

BEHAVIORAL FINANCE

An amusing and whimsical look at behavioral finance best practices for
investors.
Learn More

BRIDGING THE CONFIDENCE GAP

In the world of finance, the effects of the "confidence gap" can be especially
apparent.
Learn More

BEHAVIORAL FINANCE

An amusing and whimsical look at behavioral finance best practices for
investors.
Learn More

BEHAVIORAL FINANCE

An amusing and whimsical look at behavioral finance best practices for
investors.
Learn More



WE ARE GLAD YOU'RE HERE

Our first priority is helping you take care of yourself and your family. While
these are uncertain times, we are continuing to reach out to our expert and
process updates but more importantly listen to our valued clients.

If at anytime you have any questions or concerns, please do not hesitate to
reach out to us at anytime. We can't thank you enough for your continued trust,
kindness, thoughts and prayers. It has been truly overwhelming. As we say we
don't work with dollars but with people. We are grateful for each of you!


Steve, Stephanie, and Pam

How It Works


PRIVATE WEALTH MANAGEMENT FOR SELECT INDIVIDUALS

At HB Financial Resources, we understand that retirees face many important
decisions that can affect their long-term financial success. Some of these
decisions revolve around making investments that will help create a hedge
against outliving their income, the impact of inflation, taxation, and rising
healthcare costs. Because over ninety percent of our clients are retirees with
similar concerns, we are in an advantageous position to approach such challenges
with experience and skill.

Learn more


HB FINANCIAL RESOURCES EXCITING NEWS:  IARFC FOUNDER'S AWARD

In the past 3 years, the non-profit group - International Association of
Registered Financial Consultants (IARFC) has experienced a complete reawakening
of purpose and function. For this reason, the Association will be awarding its
Chairman and CEO H. Stephen Bailey, MRFC, the Founder’s Award at their 2019
Annual Conference in Nashville, TN on March 20-22 at the Gaylord Opryland Resort
and Conference Center...

Learn more


ABOUT US

Years of experience have prepared us to guide you through your life transitions.

Learn more


OUR TEAM

Our advisors are ready to evaluate and support all your potential investments.

Learn more


OUR PHILOSOPHY

Trust. Honesty. Integrity. We believe values matter, and we live by ours every
day.

Learn more


HAVE A QUESTION?

Name
Email
Address
Phone
Question
Submit
Thank you!
Oops!



HOW MUCH DO YOU KNOW ABOUT INVESTING?

These days, investing in financial markets is a common practice. Yet, many
Americans remain under-informed about how various investment products really
work. Want to know how you rank? Challenge yourself with our brief quiz, "Test
Your Investing IQ."

First Name
Last Name
Email

Address

Take the Quiz




WORDS OF WISDOM

"An investment in knowledge pays the best interest."

Benjamin Franklin

CONTACT

Office: 704-563-6844

Toll-Free: 800-849-4656

Fax: 704-563-1571

4520 Mint Hill Village Lane

Suite 106

Mint Hill, NC 28227

stephanie@hbfinancial.com



QUICK LINKS

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