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Financial goal planning

Get comprehensive investment support and find the investment solutions that are ideal for you.

International insight and experience

An HSBC Securities Financial Professional1 can help connect your portfolio to investment opportunities – whether they appear around the block or around the world. We'll work with you to take a careful look at your current finances and consider what you'd like to achieve in the future.

Through a holistic planning process, we'll help you develop a personal strategy, leveraging unique global insights and local knowledge from HSBC's Global Asset Management Team. As the market fluctuates or your goals and needs evolve, we'll be available to help you review, reconsider, and refine your strategy over time.

Get started with a financial goal review

The way you manage your money now could have a big impact on your future. Our priority is to understand what's going on in your life today - and where you'd like to be in 5, 10, or even 50 years. Whether you're looking for a comfortable retirement, to secure the best start in life for your children, or want to make the most of your disposable income, we'll help you make financial decisions that suit your current needs and future aspirations.

Reviewing your finances with one of our experienced HSBC Securities Financial Professionals is the first step in achieving your goals.

What happens during a financial goal review?

1. Getting to know you

We'll look at the complete picture, and discuss everything from your current savings and investments, to financial goals and plans for the future.

2. Discovering your options

We'll discuss the proposals for you which can include protection and investment solutions, as appropriate. Any investment recommendations will reflect the level of risk you're prepared to take to achieve your financial goals.

3. Discussing your plan

We'll compile a financial goal review, based on the information you've provided. You'll be able to discuss your financial plan and ask any questions you may have at this stage.

4. Taking action

We'll send our recommendations in writing and arrange a follow up meeting to discuss the content, answering any further questions you may have. If you're happy to go ahead, your HSBC Financial Professional will work with you to put your agreed plan into action.

5. Complete and sign documents digitally

Our digital tool allows you to complete and return documents online, without needing to print and scan them.

How we continue to support you

Many things can change in your life - promotion, relocation, starting a family, taking early retirement. These factors have an impact on your financial goals and the way your portfolio should be structured. We'll conduct regular reviews with you to see if your investments are on target. Your HSBC Financial Professional is available whenever you want to discuss your portfolio and check how your investments are performing. 

The HSBC approach

We spend the time to get to know you. Our HSBC Financial Professionals will discuss your financial goals and help you plan for your future.

Begin to experience the benefits of working with us by scheduling a review with an HSBC Financial Professional.

Connect with a financial professional

New to HSBC?

Call 800.662.3343 or from outside the U.S. or Canada, please call 847.876.1574 to speak with an HSBC Financial Professional.

Monday through Friday 9am - 5pm ET

Existing HSBC customer?

Speak to your Premier Relationship Manager or an HSBC Financial Professional.

Log on to access your Premier Relationship Manager’s details.

Investment, annuities, and variable life insurance products are offered by HSBC Securities (USA) Inc. (HSI), member NYSE/FINRA/SIPC. In California, HSI conducts insurance business as HSBC Securities Insurance Services. License #: OE67746. HSI is an affiliate of HSBC Bank USA, N.A. Whole life, universal life, term life, and other types of insurance are offered by HSBC Insurance Agency (USA) Inc., a wholly owned subsidiary of HSBC Bank USA, N.A. Products and services may vary by state and are not available in all states. California license #: OD36843.

Investments, Annuity and Insurance Products:


All decisions regarding the tax implications of your investment(s) should be made in consultation with your independent tax advisor.

Research backgrounds of brokers and firms for free by visiting FINRA's BrokerCheck website.

Environmental, Social and Governance (“ESG”) Customer Disclosure

At this time in the United States, there is no standard definition of, or measurement criteria for, environmental, social and governance (“ESG”) factors or impact.  ESG-related measurement criteria is highly subjective and may vary significantly across and within different sectors.  There is no guarantee that: (a) the nature of the ESG investment, or the ESG impact or measurement criteria of an investment, will be aligned with any particular investor’s ESG goals; (b) the stated or targeted ESG level will be achieved; or (c) an investment approach that considers ESG factors will produce returns similar to those that don’t, or that they won’t diverge from traditional market benchmarks.

HSBC Securities (USA) Inc. and HSBC Insurance Agency (USA) Inc. (collectively “HSBC”) may rely on metrics or measurement criteria devised and/or reported by third party providers or issuers.  HSBC does not always conduct its own specific due diligence in relation to ESG metrics or measurement criteria.

ESG investing is an evolving area and new regulations may come into effect which may affect how an investment is categorized or labeled. An investment that is considered to fulfil ESG criteria today may not meet those criteria at some point in the future.

Please consider the investment’s specific ESG impact measurement criteria in the prospectus or other offering documents prior to investing.

United States persons (including U.S. citizens and residents) are subject to U.S. taxation on their worldwide income and may be subject to tax and other filing obligations with respect to their U.S. and non-U.S. accounts - including, for example, Form TD F 90-22.1 (Report of Foreign Bank and Financial Accounts ("FBAR")). U.S. persons should consult a tax adviser for more information.

1 Financial professional refers to Financial Consultants (FCs), Investment Counselors (ICs), and High Net Worth Relationship Managers (HNWRMs). All offer bank products through HSBC Bank (USA) N.A, investments, annuities, and variable life insurance products through HSBC Securities (USA) Inc. and traditional insurance products through HSBC Insurance Agency (USA) Inc.

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