Our Philosophy

Hatcher Financial was founded on the desire to provide our clients with the ability to achieve their financial peace of mind.  We adopt a service mindset and are your partner in the process of reaching your dreams and accomplishing your goals.  Through objective listening, experienced consulting and candid conversations, our team is able to allow the clients we serve feel more confident as we dedicate our efforts to uncover unnecessary risks and ensure planning opportunities are not lost, forgotten or left to chance.

What sets us apart is that we combine wealth management services with proven capabilities and expertise in comprehensive tax planning matters.  Our blended process provides a unique approach to give our clients added value in their financial aspirations. 
 
The following is a list of beliefs that defines our firm and that we aspire to every day

  • We believe that dreams, and not goals, are what motivates us.  We are your partner in the process of visualizing your dreams and defining the goals to realize those dreams.
  • We believe in putting ourselves in our clients’ shoes.  By actively listening to clients, we mirror and experience what you are going through and empathize appropriately. 
  • We believe in being realistic and that change is inevitable and necessary.  We continuously improve our processes and services to be responsive and adaptable to change.
  • We believe in leading by example, and that it is our responsibility to demonstrate leadership with clients and give advice that we would follow ourselves, even when it is challenging.  
  • We believe that trust is earned, and that we must continually demonstrate integrity to earn your trust.

 

 

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.  Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered.  Please note that not all investments and services are available in every state.

The Avantax family of companies exclusively provide investment products and services through its representatives.  Although Avantax Wealth MangamentSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. 

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third-party for use by an Avantax affiliated representative.  This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries.  Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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