About Us

HMS Investments helps provide financial solutions to fit your life and goals. Whether you need financial planning, retirement planning, life insurance or long term care insurance we are here to assist you with comprehensive financial solutions.

Our mission is to help you take advantage of those opportunities by providing you with three key tools:

1. A clear understanding of your financial goals
2. A well-defined roadmap for achieving those goals
3. Ongoing advice to help adjust your roadmap when your needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping you develop a comprehensive, cohesive financial strategy that fits you unique needs and enables you to meet both short- and long-term objectives.