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Hooper Wealth Management Group Services

Our Services

The Financial Services You Need for Your Dream Retirement

At Hooper Wealth Management Group in Roseburg, OR, we offer an unparalleled customer experience. Our priority is exceeding your expectations and meeting your needs through our investment, retirement planning, and insurance services. We work closely with you to answer the following questions: What’s most important to you? What do you want to achieve? What do you want your retirement to look like? Based on your answers, your needs, and your unique situation, we will create a customized financial solution that will help you get to where you need to be and to live the life you want to live. Our team helps you understand and take care of your finances and guides you through the entire retirement process.

Investments

Investing is an important strategy for achieving your financial goals, such as creating a nest egg, putting the children through college, or purchasing a second home. Although investing your money comes with a risk, it also comes with the potential of a higher reward. Let our experienced financial planners help you navigate your investments with advice and guidance you can trust.

  • Bonds
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Common Stock
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Educational IRA
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

There are many options out there when it comes to saving money. Our team helps you to prepare for the future with our wide range of financial planning options, designed to help you save up to achieve your specific goals. Whether you’re looking to set up a living trust, decrease your tax liability, or are looking to improve your retirement-planning strategy, we are here to help.

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

We offer both individual and group insurance options for our clients. We work closely with you to determine the coverage you need so that you have peace of mind of knowing you are covered in the case that something unexpected happens.

  • Life
  • Disability Income

State-of-the-Art Technology Solutions to Meet Your Needs

NetX360

NetX360 is our online trading and account management program which provides the power and flexibility we need to efficiently manage our day-to-day business. This program enables us to easily place orders for stocks, options, and mutual funds, and their real-time order status makes it easy to track the pending, open and executed stages of the order. In addition to trading, we can access balances, projected cash flow, transaction history, as well as quotes, research, and forms.

NetXInvestor

NetXInvestor allows our clients to access their brokerage and advisory accounts online, anywhere, anytime. Click here to login to your NetXInvestor account.

AccessPoint

AccessPoint is IFG’s online, wealth management platform that allows us to manage our clients’ assets in a comprehensive fashion efficiently and effectively, tailored to our own investment management philosophy. Powered by Envestnet’s technology, the platform helps us meet the needs of today’s most demanding, most sophisticated clients. Being “Client-Centric,” AccessPoint employs a built-in four-step process that helps us identify client goals, construct an appropriate strategy, implement the investment plan, and monitor its effectiveness through market cycles.

Albridge

Albridge is a convenient online system that automatically gathers, scrubs, and creates reports from client data collected from a variety of sources, enabling us to generating up-to-date consolidated statements and performance reports. Clients are also able to access their accounts through Albridge. Click here to login to your Albridge account.

Morningstar

Morningstar is an online tool that simplifies the process of researching variable annuity contracts and supporting suitability reviews.

For more information about our services, or to schedule an appointment, contact us today!

CALL: 541-440-6868

We look forward to helping you achieve your retirement goals!

Hooper Wealth Management Group
2192 NE Stephens St
Roseburg, OR 97470

Visit Us
Monday – Friday
8:00 AM – 5:00 PM

Call Us
541-440-6868

Fax Us
541-440-6888

Email Us
info@hooperwealth.com

Follow Us
Joel Hooper
Mark Dwight

Securities and advisory services are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC
Hooper Wealth Management and IFG are unaffiliated entities. Copyright 2018. All Rights Reserved.

The IFG registered representatives associated with this website may only discuss securities or transact business with persons who are residents of AK, AZ, CA, FL, HI, ID, MI, MO, ND, NV, OR, TN, WA, WI, WY.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.