Holiday Message 2017

As the hustle and bustle of the holiday season approaches and the 2017 year comes to a close, I can’t help but reflect on all the wonderful blessings we have experienced this past year. More importantly, I want to take the time to thank all of the people that have made our success possible.

Each year, we host our Annual Client Appreciation Event as a way to say thank you for the continued trust and support from our client’s and community. For those of you who missed our event last week, our guest speaker Lieutenant Colonel Robert Darling delivered a heroic and engaging message “24 Hours Inside the President’s Bunker” recounting the events following the tragedy on September 11, 2001. As Lt. Col. Darling delivered his message and reflected on the unprecedented actions taken to defend our great nation, I couldn’t help but focus on the importance of preparation.

When the President of the United States travels for an international event, all parties involved take an identical trip 4 days in advance to ensure every detail is accounted for. On the morning of September 11th, when the second plane crashed into the World Trade Center, President Bush was visiting Emma E. Booker elementary school in Florida reading to a small group of students. What many of us didn’t know, was that behind that classroom in the corridors of an Elementary School was a mobile command center where the President could initiate any plan if needed. Sadly, approximately 3000 lives were lost on that day, but had it not been for the prepared protocols, this number could have been much higher. Having a plan and being prepared helps us formulate a solution when unexpected circumstances occur. That is why here at HFG Trust, we emphasize prudent investment practices. By developing a unique plan for each of our clients, specific to their individual circumstances, we are prepared to provide insight, take action when needed and adapt if unexpected circumstances occur.

While preparedness in these two circumstances have different stakes, we take equal pride in our mission serving and protecting our clients. This means understanding the investment landscape and helping them navigate risk and opportunities along their journey. It also means understanding the latest tax reforms and estate strategies to better assist our clients in maximizing their financial situation. Finally, it’s building the right team and creating a culture of excellence and world class service.

Richard Branson, CEO of Virgin and J.W Marriot, the founder of Marriot Hotels were both famously quoted saying “If you take care of your employees, they will take care of your customers and your business will take care of itself”. 2017 has been a phenomenal year for us here at HFG Trust and the major reason has been thanks to the dedication of our advisors and support staff. Our advisors have remained committed to delivering quality and well-researched advice, while develop ing strategies to meet our client’s financial goals. Our wealth planners and service consultants continue to work tirelessly to support them and provide valuable consulting as our custodial experts.

Last but not least, I want humbly recognize you; our dear clients and partners. None of this would be possible without your trust and efforts.

Wishing you all a happy holidays from our family to yours!


William Wang, President


Legal Information and Disclosures

This memorandum expresses the views of the author as of the date indicated and such views are subject to change without notice. HFG Trust has no duty or obligation to update the information contained herein. Further, HFG Trust makes no representation, and it should not be assumed that past investment performance is an indication of future results. Moreover, wherever there is potential profit there is the possibility of loss. This memorandum is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicit and securities or related financial instruments in any jurisdiction. Certain information contained herein concerning economic trends and performance is based on or derived from information provided by independent third-party sources. HFG Trust believes that the sources from which such information has be obtained are reliable; however, it cannot guarantee the accuracy of such information and has not independently verified the accuracy or completeness of such information or the assumptions on which such information is based. This memorandum, included the information contained herein, may not be coped, reproduced, republished, or posted in any form without the prior written consent of HFG Trust.