Financial Clarity & Independent Advice.
Who we are
Hegdahl Investment Management LLC is a fee-only Registered Investment Advisor based in Seattle, WA. Founded in 2014, we provide comprehensive investment and financial guidance to individuals, families and corporate retirement plans. As a fiduciary, we place our clients' best interests at the forefront of every decision we make. Our aim is to help our clients achieve their financial goals while navigating the complexities of the ever-evolving investment landscape.
To learn more, please contact us for a no-obligation consultation.
Services
Private Wealth Management for Individuals and Families
At Hegdahl Investment Management, LLC, we recognize that financial success extends far beyond investment decisions alone. We offer a holistic approach, focusing on all aspects of our clients' financial well-being. From investment portfolio management, retirement planning, and tax optimization to estate planning and charitable giving, we provide comprehensive advice that works seamlessly together to ensure our clients' long-term financial success.
Corporate Retirement Plan Management
Navigating the landscape of employee sponsored retirement plans can be challenging. At Hegdahl Investment Management, we offer straightforward, efficient guidance to your organization designed to help employees get the most out of their participation.
Wealth Management: A Suite of Tailored Services Focused on You
Investment Portfolio Management
Through disciplined investment selection, risk management, and regular performance reviews, we ensure your investments stay aligned with your financial goals. Our approach considers not only the investments we manage directly on your behalf, but also your other investments including employer-sponsored retirement accounts (such as 401K’s and 403b’s), restricted stock units, options and other forms of equity compensation.
Financial & Retirement Planning
Crafting well-thought-out long-term financial objectives and devising a structured approach to attain them provides financial clarity and well established plans for the future. Key planning components encompass, among others, the establishment of clear financial milestones, comprehensive retirement income planning, optimizing Social Security benefits, funding education goals, and managing estate planning.
Equity Compensation Management
Navigating stock and equity compensation benefits to best reward your hard work and loyalty can be challenging and confusing. We're here to unravel the intricacies, calculate potential risks, and maximize your long term benefits.
Enhancing Tax Efficiency
Investment taxation is often overlooked, but is a significant driver of overall long term, after tax returns. We take a customized approach to each clients portfolio to deliver a tax efficient return profile.
Financial Advocacy
Financial well-being goes beyond managing investments. With this in mind, we assist with ongoing evaluation of your options for insurance, mortgages, estate planning structures and all other financial matters. Since we do not receive any compensation in any form from any party other than clients, you can be sure that our advice is truly "independent".
Corporate Retirement Plans: Services Designed to Deliver the Most for Employees
Retirement Plan Design
Designing a successful retirement plan is crucial for offering employees a valuable retirement benefit. It involves thoughtful decisions on contribution matching, vesting schedules, Roth vs non-Roth structures, and diverse investment options. A well-designed plan encourages participation, aligns with organizational goals, offers low fees, and promotes financial wellness for both employers and employees. We help you get there.
Investment Policy Statement Design and Construction
An Investment Policy Statement (IPS) for serves as a guiding document outlining the principles and strategies for managing plan investments. It delineates the investment objectives, risk tolerance, and guidelines for selecting and monitoring investment options. The IPS helps maintain transparency and consistency in decision-making, providing a framework for fiduciaries to fulfill their duties. By aligning investments with the goals of the plan and the participants, an effective IPS contributes to the overall success and stability of the retirement savings programs.
Fiduciary Investment Management
Ongoing Investment Monitoring
conducts ongoing reviews of your plan's performance, fees, and investment options to ensure alignment with your objectives as both an employer and for participants.
Plan Participant Education
Navigating stock and equity compensation benefits to best reward your hard work and loyalty can be challenging and confusing. We're here to unravel the intricacies, calculate potential risks, and maximize your long term benefits.