Financial and Retirement Planning

We at Hammond Capital use a defined process to develop a personal financial plan the same as charting a course for a destination.  Here are the steps in charting your course:

  • Establishing and defining the relationship with a client
  • Gathering client data
  • Analyzing and evaluating the client’s financial status
  • Developing and presenting financial planning recommendations
  • Implementing the financial planning recommendations
  • Monitoring

Retirement planning is your charted course to your destination with additional moving parts such as insurance, living arrangements, health care and travel budgeting, taxes and estate review.