Financial and Retirement Planning

We at Hammond Capital use a defined process to develop a comprehensive 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.