Our Services
At Hammonds & Welton Financial Group, we believe true financial success comes from balance — growing wealth while protecting it. Our comprehensive services are designed to guide you through every stage of your financial journey with personalized strategies that create confidence, clarity, and long-term security.
01
Asset Protection and Risk Management
Shield Your Wealth from Life’s Uncertainties
Protecting your wealth from lawsuits, market volatility, and other risks is essential to long-term financial success. We create personalized strategies using legal structures, insurance, and diversification to minimize exposure and safeguard your assets. Whether for personal or business wealth, our risk management approach ensures stability without compromising growth.
02
Family Protection
Ensure a Secure Future for the Ones You Love
Your family’s future deserves careful planning. We help you build a solid financial safety net through life insurance, estate structuring, and income protection strategies. Our approach ensures that your loved ones remain financially secure no matter what life brings, allowing you to protect what matters most—your legacy and peace of mind.
03
Tax Planning
Keep More of What You Earn—Legally and Strategically
Smart tax planning helps you keep more of your wealth. We develop proactive strategies to reduce income, capital gains, and estate taxes while staying fully compliant. Working alongside your legal and tax advisors, we tailor solutions that align with your goals and ensure your financial plan is as tax-efficient as possible.
04
Life Insurance
Protect Your Legacy with Purposeful Coverage
Life insurance is a vital component of any long-term financial strategy. Beyond protection, it can also offer tax advantages, investment potential, and legacy support. We guide you in selecting and structuring policies that meet your needs—whether for family security, estate liquidity, or wealth transfer—so your plan works for today and tomorrow.
05
Retirement Planning
Design the Retirement Lifestyle You Deserve
Your retirement should reflect your success. We build custom plans that support your lifestyle, maximize income sources, and adapt to market changes. From Social Security optimization to portfolio strategy, our retirement planning services give you the confidence to enjoy your next chapter without financial worry.
06
Legacy Planning
Pass On Your Values Alongside Your Wealth
Legacy planning is about passing on more than assets—it’s about preserving your life’s work. We help you design strategies using trusts, philanthropy, and succession tools to ensure your wishes are honored. With thoughtful planning, your legacy can support your family and community for generations to come.
07
Income Planning
Turn Assets Into Reliable, Lifelong Income
Reliable income is key to financial independence. Our income planning solutions convert your assets into sustainable cash flow that supports your lifestyle and protects against inflation, taxes, and longevity risks. We help you plan for today’s needs while securing tomorrow’s confidence.
08
Wealth Management
Grow and Preserve Wealth with a Personalized Strategy
Managing wealth requires more than investing—it requires a strategy. We offer personalized wealth management that integrates tax planning, risk mitigation, and legacy goals. With a hands-on, fiduciary approach, we help grow and protect your portfolio while keeping your long-term vision in focus.
09
Business Financial Planning
Align Your Business Goals with Long-Term Financial Success
Your business plays a major role in your financial picture. We help you plan for growth, succession, and long-term value with strategies that reduce risk and enhance profitability. Whether you're expanding, exiting, or just getting started, our business planning solutions align with your personal and professional goals.
Get a custom wealth plan and experience your financial future!
We provide personalized solutions designed to protect your assets, grow your wealth, and build a lasting legacy for your family or business.