Over 100 Combined Years of Wealth Management Experience
Hammer Financial Groupis an independentretirement planningandwealth management firm. We place important value in the relationships we build with our clients. We measure our success by the strength of these relationships and the high standards of quality and ethics that allow us to maintain them. We will conduct business in an honest and loyal manner while seeking to enhance our knowledge and services for the well-being of our clients.
We represent many different companies in areas of financial planning, investments, long-term care insurance, life insurance, 401(k) rollovers, retirement planning, wealth conservation
and more. We believe in a multi-faceted approach, which means providing a team of financial and insurance professionals with well-rounded expertise and experience. In addition, we have formed strategic partnerships with other business owners in industries related to ours in which we have confidence working together and referring our clients, including estate planning attorneys, real estate attorneys, property and casualty agents, and more. Call (219) 864-8266
today.
The Three Unique Qualities of Hammer Financial Group
Depth and Breadth of Service:
Hammer Financial Group believes in the value of holistic planning. Instead of looking at your financial needs individually, holistic planning focuses on all aspects of financial planning. Investments, insurance, estate planning, social security, healthcare, Medicare, and taxes as a whole. What happens in one of these financial needs, can dramatically affect the others. Therefore, Hammer Financial has brought people in each of these fields all under one roof. We employ financial advisors, Medicare agents, insurance specialists, a tax practice, and even an attorney that comes into our office. All of these professionals and their services are available to you and ready to serve you at Hammer Financial.
Tax Planning:
We at Hammer Financial Group first opened our tax practice back in 2005 for the 2004 tax year. We have been preparing taxes ever since for a total of 15 years of tax experience. Our tax professionals here have seen a little bit everything. For the 2019 tax year, COVID-19 presented new challenges, and we at Hammer Financial rose to the occasion. We adapted to the new environment of the pandemic, and prepared around 3,000 tax returns. Hammer Financial’s tax pros conduct tax planning year-round and strive to fulfill the vision of holistic planning. Allowing for communication between our financial advisors and the tax professionals to best execute your financial plan. We’re available for all of your tax questions and needs.
The Bucket Plan:
Hammer Financial Group follows the philosophy of The Bucket Plan. The Bucket Plan is a book written by Jason L Smith that presents a new perspective on retirement. The book is written as a fable, and tells the story of a couple trying to plan for retirement. We at Hammer Financial Group create a customized bucket plan for each of our clients to navigate them through retirement. Contact us if you’re interested, to schedule a call to see how our services can fit your financial needs, and request a free copy of The Bucket Plan.
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Gregory Hammer, Scott Luecke, Deborah Cundiff, Casey Johansen, Emily Agresta & Richard Dunnett are Investment Advisor Representatives of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Hammer Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Hammer Financial Group are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
Scott Luecke, Casey Johansen, Deborah Cundiff, Emily Agresta and Richard Dunnett offers Securities through Innovation Partners, LLC (IPLLC) Member of FINRA/SIPC. IPPLC is a registered broker dealer. Scott Luecke, Casey Johansen, Deborah Cundiff, Emily Agresta and Richard Dunnett are Registered Representatives of Innovation Partners LLC. Check the background of this investment professional on FINRA's BrokerCheck. Hammer Financial Group and Innovation Partners LLC are not affiliated entities.
The information and opinions contained in any of the material requested from this firm or their materials/website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The information is not affiliated with or endorsed by the U.S. Government or the federal Medicare program. You may be contacted by a licensed insurance agent. Calling the number above will direct you to a licensed insurance agent. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE.
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