The Team Advantage
Larry Hanslits, Brenna Baucum, and Katherine Suchan are independent CERTIFIED FINANCIAL PLANNER™ certificants. They jointly serve their clients as a team with over 65 years of combined experience. As fiduciaries, they work on a fee-only basis and do not accept any third party compensation or finder’s fees. Their practice focuses on wealth planning and investment management for professionals, business owners, and retirees. They are advisory associates of The H Group, Inc., an independent fee-only registered investment advisory firm with 9 professionals in five offices with over $600 million under active management.
About Larry Hanslits, CFP®
In practice since 1985, Larry loves to teach and explain difficult concepts in a simple manner. He sits on the investment policy committee of The H Group, Inc., provides advanced estate planning services to attorneys, is an adjunct professor of graduate level financial planning classes at Oregon State University, and a member of the Rotary Club of Salem.
About Brenna Baucum, CFP®
Brenna joined the practice in 2013. Her work focuses on goal setting, long term forecasting and proactive tax planning. She is a member of the Rotary Club of Salem and serves as Treasurer and board member for the Chemeketa Community College Foundation.
About Katherine Suchan, CLU, CFP®
Katherine joined the practice in 2016, following 20 years of experience in Eugene and five in Portland. With the Chartered Life Underwriter (CLU) designation, she has additional expertise in life insurance planning for individuals and businesses. She is active in Habitat for Humanity and Marion-Polk Food Share.
The opinions expressed in this newsletter are those of Larry Hanslits, CFP®, Brenna Baucum, CFP®, and Katherine Suchan, CFP®, CLU. The opinions expressed here do not necessarily reflect those of The H Group, Inc. Opinions and information presented are general comments that may not be appropriate for every individual. This information should not be construed as investment, legal or tax advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. All economic information is historical and not indicative of future results.