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Education

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Hollifield Financial Group | Oct 28, 2024

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
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Digital art image of a business person looking through a large set of binoculars.
Hollifield Financial Group | Oct 28, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short
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A grove of orange trees.
Hollifield Financial Group | Oct 28, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming.
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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

208 North Cedar St
Suite 200
Summerville, SC 29483

P | 843-900-3099
E | info@hollifieldfinancial.com

Disclosure 

WARRANTIES & DISCLAIMERS 

There are no warranties implied. 

HFG Capital is a registered investment adviser with headquarters located in Summerville, SC. HFG Capital may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. HFG Capital’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of HFG Capital’s web site on the Internet should not be construed by any consumer and/or prospective client as HFG Capital’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by HFG Capital with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of HFG Captial please contact the state securities regulators for those states in which HFG Capital maintains a registration filing. A copy of HFG Capital’s current written disclosure statement discussing HFG Capital’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from HFG Capital upon written request. HFG Capital does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HFG Capital’s web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice. 

Insurance products and services are offered and sold through Hollifield Financial and individually licensed and appointed insurance agents. 

Investment advisory services offered through HFG Capital, a registered investment advisor and an affiliate of Hollifield Financial Group .  HFG Capital and Hollifield Financial Group are independent of each other. Insurance products and services are not offered through HFG Capital but are offered and sold through individually licensed and appointed agents.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer. Please refer to our firm brochure, the ADV 2A Item 4, for additional information.

Hollifield Financial Group is not affiliated with or endorsed by the Social Security Administration or any other government agency.
Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

The Thrive Award was given on 2019 by Wealthmanagement.com. Receipt of such is based upon fastest growth by gross revenue covering the period from 2018-2019. No compensation was provided to IAR. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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