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Wealth Management Services

Our knowledge as CPA’s and financial advisors provides a resource of skills that can help ensure all pieces of your wealth management plan work together in a tax-optimized manner.   Method 10® is a framework for the key wealth management issues that Hatcher Financial will address in order to help you implement comprehensive financial solutions.

  • Investment Planning
    Many people find the investment planning process to be intimidating, and will often not review investment strategy as often as their lives change. As life and goals change, your investment strategy may also need to change. Hatcher Financial will continually determine your asset allocation needs, help you understand your risk tolerance, and recommend the appropriate investment vehicles to help you protect your wealth and reach your goals.
     
  • Retirement  Planning
    Whatever your vision of retirement is, diligent and ongoing planning and goal setting are necessary for your retirement to live up to your expectations. Hatcher Financial will help you make the most of your employer-sponsored plans, IRAs and other retirement vehicles to make sure your income is sustained during the time when you reward yourself for years of hard work.
     
  • Estate Planning
    Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in your life. Hatcher Financial will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. The goal is to help you leave behind the legacy you desire.
     
  • Tax Planning
    By leveraging tax and financial advisory experience, Hatcher Financial will help ensure your wealth management plan is operating in a tax-optimized manner. This includes making sure that you don’t pay a penny more than the law requires in taxes, and looking for ways to reduce current and future tax burdens.
     
  • Insurance
    Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. If you’ve planned for this possibility, when was the last time you reviewed your plan and does it take into account recent life events? As life changes, so do your insurance needs and necessary strategies to protect your lifestyle and your family who are dependent on your income.
     
  • Income Protection
    Asset and income protection include strategies to shield assets from illness, taxation, and frivolous claims from third parties. Successfully planning for these potential events cannot be overstated, considering the effect they can have on your overall plan.
     
  • Business Planning
    Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to the business when the owner retires. Whether it’s a buy-sell agreement between owners or an income preservation plan for your loved ones, Hatcher Financial offers comprehensive support for complex business planning needs.
     
  • Education
    Considering that education costs increase significantly each year, your children’s or your grandchildren’s education – as well as your current and future lifestyles – depend on the wealth you build up now. It is important to regularly review your specific goals, and actively plan for education costs. 
     
  • Debt Management
    Living with debt may not only cause stress, but may prevent you from living the life you want. Hatcher Financial offers effective credit management advice and solutions to help you move past the debt you have and prepare for major purchases and unexpected costs in the future.
     
  • Special Situations
    Any event that forces dramatic and sweeping changes, such as marriage, divorce, birth, death or a large inheritance, is considered a special situation. These events can affect your estate plans and investment strategies. Hatcher Financial will guide you through these situations to make sure you are prepared.

Method 10® is proprietary of 1st Global Capital Corp. 2015 All rights reserved

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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