Financial Services
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Depth & Breadth
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 Management & 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 20 years of tax experience.
Our tax professionals here have seen a little bit everything. 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.
Want to learn more about how holistic planning can benefit you?
Let us help you get the most out of your investments and achieve financial goals that span generations.