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

With a comprehensive financial plan we provide a Net Worth Statement, Cash Flow evaluation, the probablity of reaching your goals through out retirement without running out of money and an estate plan to pass on your assets on to your heirs.