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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

HFG Trust

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09/21/2026

Last Saturday, our advisors Brent Schafer and Tyler Pearson joined a fundraising tournament at Sun Willows Golf Course to support the Pasco Education Foundation.

We’re excited to see Brent and Tyler out supporting local students and helping raise funds for the program. They also took first place and donated their winnings back to the foundation!

Thanks to Pasco Education Foundation and Sun Willows Golf Course for bringing the community together for a great event!

09/16/2026

Retirement is about more than saving.

The decisions you make before retirement can shape how you use what you’ve built.

Join Brent Schafer, CFP®, TPCP®, for 5 Financial Decisions That Matter Most Before You Retire.

September 23 | 12 p.m. | Virtual event

He’ll cover five key decisions around income, Social Security, taxes, investments and more.

Free to attend.

RSVP through our Facebook event: https://www.facebook.com/share/1DT2ZYv5Uj/

09/11/2026

We made the Inc. 5000 list for the second year in a row!

We’re proud to be recognized among the fastest-growing private companies in the country.

A big thank you to our team, clients, and community for being part of HFG Trust’s continued growth.

09/06/2026

We’ll be closed Monday, September 7, in observance of Labor Day. We’ll be back to our regular hours on Tuesday.

09/03/2026

Thank you, Tri-Cities!

We’re grateful to everyone who voted for HFG Trust in this year’s Tri-Cities Best Awards.

It’s a privilege to be welcomed into your lives, and we’re proud to be part of this community.

08/27/2026

Market correction. Should you be worried?

Corrections are a normal part of investing, but they can still make investors nervous.

What should you know before making a move?

08/20/2026

Is your insurance coverage keeping up with your assets?

As your wealth grows, there may be gaps in your liability protection worth paying attention to.

Here’s what to know.

08/14/2026

Is AI creating real economic growth, or are we watching a bubble form?

The answer may depend on one thing: Does AI actually deliver the economic value investors are expecting?

Watch the full conversation on YouTube: https://www.youtube.com/watch?v=kOYt6mX7l0E

08/13/2026

Did you know the $19,000 annual gift limit isn’t always the limit?

There are a few ways you may be able to give more to your kids or grandkids, including paying certain medical expenses or tuition directly.

In fact, a married couple may be able to give $190,000 in a single year. Find out how.

A little planning can go a long way when it comes to passing wealth to the next generation.

08/04/2026

Helping your children or grandchildren financially? Or know someone who is?

Many families don't realize the federal gifting rules are more generous than they think.

While you've probably heard about the $19,000 annual gift limit, current federal rules also allow individuals to gift approximately $15 million during their lifetime.

The $19,000 annual exclusion is simply the amount you can give per recipient each year without filing a federal gift tax return. Married couples may be able to gift even more.

If supporting the next generation is part of your financial plan, understanding these rules can help you make informed decisions.

Share this with someone who may be helping their family financially.

Address

Kennewick, WA

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+15097357507

Website

https://hfgtrust.com/

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