Hurley Wealth Management Group, Inc.

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Oakland, FL
Hurley Wealth Management Group, Inc.

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Dedicated to helping you boldly navigate your financial future.

10/27/2026

Your CPA files your taxes. But who's planning them?⁠
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Most CPAs are buried in tax forms and deadlines, so the focus stays on last year's return instead of your future. I love digging into the numbers and working directly with my clients' CPAs to find tax-saving opportunities before year-end.
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Keep more of your hard-earned money this year.⁠
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Your money should work for you. Give us a call to talk about your financial future. ⁠
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*Disclaimer: This case study is for illustrative purposes only and is meant to demonstrate our advisory process. It represents a real client scenario. Individual results will vary depending on specific financial situations, tax brackets, and market conditions.

10/22/2026

Sometimes the best financial advice is knowing who to pass the ball to.⁠
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A client reached out to me upset because her health insurance premium was going up and she didn't know what to do. After sitting down with her, I called a health insurance specialist, and together we found that some proactive tax planning could solve the problem. We put the plan in place and her premium came back down to a comfortable level.⁠
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Your money should work for you. Give us a call to talk about your financial future. ⁠
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*Disclaimer: This case study is for illustrative purposes only and is meant to demonstrate our advisory process. It represents a real client scenario. Individual results will vary depending on specific financial situations, tax brackets, and market conditions.

10/20/2026

Scammers are doing their homework on you.⁠
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Crooks are using AI to dig up wealth levels, phone numbers, email addresses and all sorts of personal information to figure out how to scam you. Your 401(k)s, investment accounts, bank accounts, savings and even crypto could all be targets. You'd never see a grandmother at the grocery store leave her purse unguarded, and the money you've worked hard to build deserves that same mindset.⁠
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Guard your money like grandma guards her purse.⁠
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Your money should work for you. Give us a call to talk about your financial future. ⁠
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*Disclaimer: This video is for educational and informational purposes only and does not constitute individual financial, tax, or legal advice.

10/15/2026

You look like you need a hug… or a HUGE look at your investments 😉⁠
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If it's been a while since anyone checked whether your portfolio still matches your goals, that's a good sign it needs some attention. A quick review now keeps your retirement plan on track.⁠
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Your portfolio deserves a little love.⁠
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Your money should work for you. Give us a call to talk about your financial future. ⁠
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*Disclaimer: This video is for educational and informational purposes only and does not constitute individual financial, tax, or legal advice.

10/13/2026

You deserve the truth about your money.⁠
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Before I started Hurley Wealth Management Group, I was a financial advisor at a bank. I wanted nothing standing between me and offering my clients the best advice and the best solutions. My parents both passed early in their retirement, and they spent their careers serving people with kindness. That's why I want to help you have a long, enjoyable retirement, and make sure you understand what's really going on with your investments, your insurance and every contract you sign.⁠
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No fine print surprises. Just the truth.⁠
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Your money should work for you. Give us a call to talk about your financial future.
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*Disclaimer: This video is for educational and informational purposes only and does not constitute individual financial, tax, or legal advice.

10/08/2026

Scammers don't care how smart you are or how much you've saved.⁠ Your hard-earned money deserves a good defense.⁠
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Your money should work for you. Give me a call to talk about your financial future. ⁠
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*Disclaimer: This video is for educational and informational purposes only and does not constitute individual financial, tax, or legal advice.

10/06/2026

"How much money do I need to retire?" There's no magic number, but there is YOUR number.⁠
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It comes down to three things: how early you start saving, what your expenses will look like (travel, a golf club membership, maybe a second home), and whether your money is actually working for you or just sitting there. Get those right and the number stops being a guess.⁠
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Know your number before you need it.⁠
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Your money should work for you. Give me a call to talk about your financial future. ⁠
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*Disclaimer: This video is for educational and informational purposes only and does not constitute individual financial, tax, or legal advice.

10/01/2026

When you realize Googling your financial questions for three hours might not actually be a financial plan, you know what to do… call me 😉
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Your money should work for you. Give us a call to talk about your financial future.
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*Disclaimer: This video is for educational and informational purposes only and does not constitute individual financial, tax, or legal advice.

09/29/2026

Retirement planning shouldn't start the day you decide to pack up your desk.

The sooner you understand where you are and where you want to go, the more intentionally you can prepare for what comes next.
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Your money should work for you. Give us a call to talk about your financial future.
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*Disclaimer: This video is for educational and informational purposes only and does not constitute individual financial, tax, or legal advice.

07/04/2026

Happy Independence Day!

Have a safe and wonderful 4th.

Address

301 N. Tubb Street , Suite 104
Oakland, FL
34787

Website

https://hurleywealth.com/

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