LAFAYETTE FIDUCIARY SERVICES
Licensed Fiduciary
Services
As an independent licensed fiduciary, our primary responsibility, and legal duty, is to act in your best interest in all financial matters.
We ensure that there is no bias when investing in a particular company or investment product. We come up with a written plan which becomes the blueprint for an asset management strategy. Our planning approach is best described as we are playing defense on your behalf. Yes, we want to maximize your earnings, but not at the high cost of taking big risks.
Our main objective is to safeguard your assets and increase the value of your hard-earned money. We have a holistic approach to retirement planning, and we have many experts throughout the country that we have partnered with to ensure that your solutions are the best ones available. Additionally, we use clear, concise language to communicate with our clients and establish trust-based, long-term relationships. We are not interested in trying to impress you with our financial jargon, diplomas, or other certifications. Instead, we love being transparent, and authentic, and keeping things simple. These are key traits of Hux Capital Management, and they are hard to find at other institutions.
If you're interested in learning more about our approach to retirement and estate planning, give us a call at 800-988-7855, or click the Book a Meeting tab at the top right of this page and we'll be happy to get started working on your financial plan.
OUR ROLE AS FIDUCIARY
Client focused,
initial meeting
What you can expect at your first meeting:
We will listen closely to what your needs are and what you are trying to accomplish.
We will take some time to review what you currently have and gain anunderstanding of what you are currently doing.
We will share our holistic approach with you and all the reasons why we do what we do. We want you to gain knowledge of proper retirement planning, investment management, and estate planning.
We want you to get to know us as professionals and as people. We want to connect with you.
We want you to know how much we care, not impress you with how much we know.
We will take as much time as you need.
At our second meeting:
We will present to you our findings about your current plan and investments.
We will present you our alternative plan for you and your future if we consider your plan inadequate to meet your goals. And we will give you specific reasons why we believe what we believe.
We will ask you for feedback from the plan we have laid out for you.
We will give you plenty of time to discuss our plan with your spouse or your loved ones.
We will ensure that before we implement any plan, we have it right the first time.
Why should you call us today?
We pride ourselves in our transparency, authenticity, our work ethic, integrity, and our personal relationships with our clients. You will never be one of a thousand clients of ours. We will never get so big that we cannot service your account the way you deserve.
We are holistic, analytical, we have state of the art technology and products, and our solutions are unique; however, we will always keep retirement and estate planning simple and straightforward for you. We are 100% independent and 100% product agnostic. We simply want what is best suited for you. We want to demonstrate our humility and honor in serving you, and to that end, we will always be great stewards of your money and give you the advice that benefits you and only you. We are required to do that by law, but even if we weren’t, we’d do it anyway.
You will never hear us say “just hang in there” to you. We don’t believe in that. We believe in adjusting as the markets are changing, which is every day.
And we are accessible 24/7/365. We make sure of it!
Other things you can expect from us:
There is never any pressure from us.
Our goal is to educate you on how to plan for retirement properly and safely.
We will never ask you for your business. We set a high bar for ourselves, and we believe that if we take our time and do our work carefully, you will see value in it and you will tell us when you are ready to implement it.
It is not possible to implement every aspect of a retirement plan all at once. It isa process. That process should be carefully and methodically implemented overtime. We will share that timeline with you.
We expect you to see a completely unique and refreshing approach to retirement planning. Our desire is to create a pleasurable experience and relationship with 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
Please note that message and data rates from your carrier may apply. By texting us, you are giving consent for us to also contact you via text.
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.