Our Process

What sets us apart at Hatcher Financial is our approach and our process. We combine wealth management services with proven capabilities and expertise in comprehensive tax planning matters. This integrated and tax-centric process provides a unique approach to give our clients added value in their financial aspirations. 

Our disciplined approach is tailored for clients to identify your needs, expectations and discover your long term dreams. Once we understand your dreams, we develop strategies and map solutions to help you achieve the best possible outcome. We then implement a plan that aligns with your goals, and we frequently monitor and adjust your plan and solutions to keep them on a path for the most optimal results.

We believe that wealth protection planning should be an essential component in the development of financial strategies of all who have achieved, or aspire to attain, independent financial success and for those who are fortunate to have inherited family wealth. Modern day financial planning is incomplete without due consideration of wealth protection issues.