Helping you uncover what is most important to you
Your financial plan sets the course and provides the direction for your future financial success. We will partner with you by providing ongoing guidance, budgeting for the right balance between spending and saving, and portfolio management to keep you headed in the right direction.
Creating strategies that are tailored to your needs and goals.
Investing wisely doesn’t have to be complicated; your portfolio should be aligned with your goals. When you seek sound advice from the right financial advisor, who guides you in active investing and monitors your assets, keeping them in line with your goals, you are poised for financial success.
Years of experience have prepared us to guide you through the life transitions unique to you and your family.
No one knows what the future holds. We could not have predicted today’s pandemic or the financial crisis of 2008. Uncertainty and emotions drive the markets but you don’t need to prescribe to that; you can chart your own path for investing, living, giving, and transitioning your wealth. Partnering with us can give you the confidence to create a future of financial health.
Trust. Honesty. Integrity. We believe it's important to live by what matters most.
At Hammack & Bales Financial Group, our philosophy and service model revolves around doing the right thing for our clients at all times. We are anchored in following the Platinum Rule - We treat you the way we want to be treated and we are 100% focused on you, which means we will learn everything about you in order to properly serve you and your family. We invest in you and your needs, before asking you to invest with us.