The Process
OUR
APPROACH
Get to know you
We want to simply listen to you. Tell us about financial roads you have traveled. Share with us what has worked and what has not. And let us know why you are considering moving your investments/retirement to another firm.
Asset Evaluation
Once we agree to work together, we will then do a deep dive on your currently investments and holdings to determine their value, their costs, and any alternative investments that will enhance your investments and retirement plan. We will share all of our analysis of what you have with transparency. When you leave our office, our goal is that you will have a clear understanding of what you have, and the path you are headed.
Retirement plan presentation
After an evaluation of your goals, needs, and assets you currently have, we will present you with an alternative plan and strategy. It will be focused on financial preservation, proactive management of your investments and guaranteed income. If you like what you see, tell us and we will implement your customized plan for you.
Follow up on Monitoring your portfolio
After we implement your plan, get ready, because now we will begin our servicing process. This includes an evaluation of your assets with us and handling any revisions, if necessary. At a minimum, we will have one annual review with you. Although we will most likely have several conversations with you throughout the year, you will never need to worry about whether or not you can reach us. Whether at night or on weekends, we are available to help you.
The Process
OUR
APPROACH
Get to know you
We want to simply listen to you. Tell us about financial roads you have traveled. Share with us what has worked and what has not. And let us know why you are considering moving your investments/retirement to another firm.
Retirement plan presentation
After a full evaluation of your goals, needs, and assets you currently have, we will present you with an alternative plan and strategy. It will be focused on financial preservation, proactive management of your investments and guaranteed income. If you like what you see, tell us and we will implement your customized plan for you.
Asset Evaluation
Once we agree to work together, we will then do a deep dive on your currently investments and holdings to determine their value, their costs, and any alternative investments that will enhance your investments and retirement plan. We will share all of our analysis of what you have with total transparency. When you leave our office, you will have a clear understanding of what you have, and the path you are headed.
Follow up on Monitoring your portfolio
After we implement your plan, get ready, because now we will begin our servicing process. This includes daily evaluation of your assets with us and handling any revisions, if necessary. At a minimum, we will have one annual review with you. Although we will most likely have several conversations with you throughout the year, you will never need to worry about whether or not you can reach us. Whether at night or on weekends, we are always available to help you.
HUX CAPITAL MANAGEMENT
Headquarters
Located in Lafayette, Louisiana and primarily serving Acadiana.
337.366.9892 Call or Text
800.988.7855 Call Toll Free
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OUR LOCATION
Where to find us?
4023 Ambassador Caffery Pkwy
Suite 201
Lafayette, LA 70503
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than where legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Hux Capital Management, LLC and Randy Hux are not affiliated with or endorsed by the Social Security Administration or any government agency.
Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs.
Copyright 2023 Hux Capital Management. All Rights Reserved.
Copyright 2023 Hux Capital Management.
All Rights Reserved.