Welcome To
HD Money
HD Money is a full-service financial advising firm with convenient locations in Sarasota and St. Petersburg, Florida. Our experienced team is made up of wealth management experts, certified public accountants, tax attorneys, estate planners, and investment advisors. As an independent financial advising firm, we maximize our resources to help you plan for your future. There is no one-size-fits-all, cookie-cutter approach to retirement. Instead, HD Money implement a careful, thorough approach to wealth management that takes one thing into account: the needs of our clients. Our commitment is always to you; your success is our success. HD Money will always be by your side, assisting you to your full financial best.
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TRUST THE PROCESS
Our Core Values
At HD Money we have four core values that we believe are key to building the smart investor’s retirement plan.
We use modern resources and proven scientific strategies, along with our core values, to develop a thorough approach to wealth management.
EDUCATION
We understand that the world of finance can be complex, and we are dedicated to helping our clients understand the ins and outs of their financial situation.
TRANSPARENCY
We believe that every client deserves to have a clear and complete understanding of their financial situation and the strategies we use to help them achieve their goals.
COMMUNITY
We don’t just want to be your financial advisor, we want to be a part of your life. We believe that by creating a strong community, we can help our clients build stronger connections with each other and with their local community.
EXECUTION
We take great pride in the level of detail and preparation we put into each plan, and we work diligently to ensure that every element is executed with precision.
Testimonials
Why HD Money
APPRECIATE YOUR EXPERTISE“Stuart, excellent presentation and to give reassurance that you all are staying on top of our investments. You have assured us that if the market dropped 10 percent that you would sell and to buy when the stocks are very low. As the old saying goes. ”buy low” especially if you are applying smart excellent stocks. I appreciate your expertise to guide us through the challenges that awaits us each day. As always, My Best regards to you and the Staff.”
EXCEEDED MY EXPECTATIONS“Working with HD Money was great for me because I needed a comprehensive analysis of my finances, investment strategy, and debt management. They exceeded my expectations by locating and bringing in a second professional for my specific circumstance, all for a very fair charge.”
SUPER EASY TO WORK WITH“A friend recommended this firm to me. HD Money was so helpful, prompt and super easy to work with. I had very little knowledge of what I was looking for, and they explained the different options and opportunities for me. I had a great time dealing with them since they are really personable, honest, and easy to work with.”
SO REASSURING“I personally appreciate the video’s you send. They make me feel that you are on top of this and that is so reassuring. I love hearing from Stuart. Take care and stay well.”
HIGHLY RECOMMEND“I highly recommend HD Money for portfolio management. Their strategic and analytical thinking generates a lot of possibilities, whose benefits and risks they thoroughly explained. They genuinely listened and strived to completely comprehend our long-term goals, assisting us in developing a strategy to optimize our assets.”
LOVE YOUR UPDATES“Love your updates, they always re-enforce my confidence in HD Money!”
THANK YOU“Thank you, Stuart! That video did a lot to relieve my anxiety and I agree wholeheartedly with your analysis of the present situation, scary as it is. I have been with HD Money for several years and have never been misled by your advice.”
ON TOP OF THINGS“Thank you for this video. It’s nice to know you are staying on top of things!”
RETIREMENT RESOURCES
RETIREMENT RESOURCES
Download Our Guide
The Basics of The SECURE Act 2.0
Congress passed the second installment of the SECURE Act under the Omnibus Spending bill of 2023, containing major changes to the retirement planning landscape. In the past, retirees could typically rely on a pension and Social Security benefits and pensions for the rest of their lives. But today’s retirees are part of the first generation that often must fund their own retirement. Even for those who have saved diligently over many years, the threat of outliving one’s money is legitimate. Lawmakers recognized the changing needs of today’s retirees and passed the SECURE ACT in 2019, and now the SECURE Act 2.0 in the final days of 2022.