OUR FIRM

We provide a broad range of financial planning services and products for small business owners and individuals.

The Hinds Financial Group, LLC. offers financial planning services in the area of Retirement Planning, Education Planning, Long-Term Care Planning, Business Continuation Planning, Buy-Sell Planning, Survivor and Disability Planning, and Financial Independence Planning.

Through Hinds Financial & Insurance Services, LLC we provide a broad range of insurance products for small businesses. Employee benefits (group health, life, disability, vision, long-term care, dental, critical illness insurances) both employer provided and payroll deduction. We help with setting up Section 125, Section 105, defined contribution and Medical Savings Account programs.

For individuals we offer a broad range of life, health, disability, long-term care, and critical illness insurance policies.

Through The O.N. Equity Sales Company, we provide a broad range of investment services. For small businesses we provide retirement plans (401(k), SIMPLE, SEP, Pension plans, Payroll deduction IRA).

For individuals we provide Mutual Funds, Stocks, Bonds, REIT`s, Wrap Accounts, Coverdell Educational Accounts, Sec. 529, Margin Accounts, and IRA`s (Traditional, Roth, and Rollover).

OUR PEOPLE

Edward Dee Hinds III ( CA Lic.# 0645604) is the general manager of The Hinds Financial Group, LLC. He received his insurance licenses, both Life & Health and Property & Casualty, in May of 1983. He successfully completed the Chartered Life Underwriter classes and was awarded the CLU designation in 1989. He became series 6 and 63 securities licensed in 1991 and obtained his series 7 and 65 in 1995. In 1999, he qualified as a Registered Financial Consultant. In 2000, he became an Investment Advisor Representative with Ohio National Investment Management Company, The O.N. Equity Sales Company`s Registered Investment Advisor. He successfully completed the Chartered Financial Consultant classes and was awarded the ChFC designation in 2001. In June of 2002 he became a Fellow of the Life Underwriter Training Council. As a member of the International Association of Qualified Financial Planners he is entitled to place the QFP (Qualified Financial Plannner) designation after his name.

A member of the Society of Financial Service Professionals, the International Association of Registered Financial Consultants, the International Association of Qualified Financial Planners, the National Association of Insurance and Financial Advisers (where he serves on the Board of Directors for the Central Coast Chapter), the National Association of Alternative Benefits Consultants, the National Associaton of Health Underwriters, The National Association of Estate Planners and Councils, and the Financial Planning Association. He is listed in Who's Who in the United States, and Who's Who in the World.

Olga Petrovna Hinds ( CA Lic. # 0E14427) has a degree in computer engineering. She has worked as a translator and office manager in both Europe and the United States for the last 10 years. She obtained her insurance license in September of 2003.

Dr. Kate Duvall, DC (CA Lic. #0E50014) specializes in financial advising for family-owned businesses. She operated her own small business for 25 years, as both a practicing chiropractor and farmer before entering the financial services field.