Hinman Financial Planning
Fee-Only financial planner located in Erie, CO, serving clients locally and across the country
A Colorado native, Raquel graduated from the University of Colorado-Boulder with a BS in Finance in 1992, earned her CFP® designation in 1998 and has spent her entire career in the financial services industry. She is a member of FPA (Financial Planning Association), NAPFA (National Association of Personal Financial Advisors), NAEPC (National Association of Estate Planning Councils) and the XY Planning Network. She is a board member and Past Chair of Mental Health Partners and a mentor at the CU Leeds School of Business. She lives in Erie, CO with her husband and two teenage boys. In her spare time, she enjoys running, reading, and watching basketball.
Raquel Hinman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
HINMAN FINANCIAL PLANNING
Hinman Financial Planning, Inc. (HFP), located in Historic Downtown Erie, Colorado offers fee-only financial planning and investment management for busy individuals and families in Erie, Longmont, Boulder, surrounding communities and throughout the nation.
The firm was established in January 2015 with a goal of providing good quality financial planning and investment advice focused on the whole net worth, not just investment accounts.
Examples of Hinman Financial Planning clients include:
- Busy professionals who need help planning for retirement and college, while simultaneously dealing with aging parents.
- Recent retirees who want assistance with investing and managing a retirement distribution strategy.
- People in transition who need a trustworthy partner and advisor to help them navigate toward their long-term goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Raquel Hinman is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Raquel Hinman is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Raquel Hinman is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Raquel Hinman is an Accredited Estate Planner® (AEP®)
Professional estate planners can obtain an accreditation that acknowledges their experience and specialization in estate planning. Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
Contact Raquel Hinman
568 Briggs Street
Erie, CO 80516