About

About Team Hammer


Get to know the folks behind Hammer Financial Group, and learn about our story of growth and strong values.

Benefit from over 100 years of combined experience.

Hammer Financial Group is an independent retirement planning and wealth management firm. We place important value in the relationships we build with our clients. We measure our success by the strength of these relationships and the high standards of quality and ethics that allow us to maintain them. We will conduct business in an honest and loyal manner while seeking to enhance our knowledge and services for the well-being of our clients. 

We represent many different companies in areas of financial planning, investments, long-term care insurance, life insurance, 401(k) rollovers, retirement planning, wealth conservation and more.

We believe in a multi-faceted approach, which means providing a team of financial and insurance professionals with well-rounded expertise and experience.


In addition, we have formed strategic partnerships with other business owners in industries related to ours in which we have confidence working together and referring our clients, including estate planning attorneys, real estate attorneys, property and casualty agents, and more.

Here's what makes us unique.


Depth & Breadth of Service

 Hammer Financial Group believes in the value of holistic planning. Instead of looking at your financial needs individually, holistic planning focuses on all aspects of financial planning. Investments, insurance, estate planning, social security, healthcare, Medicare, and taxes as a whole. What happens in one of these financial needs, can dramatically affect the others. Therefore, Hammer Financial has brought people in each of these fields all under one roof. We employ financial advisors, Medicare agents, insurance specialists, a tax practice, and even an attorney that comes into our office. All of these professionals and their services are available to you and ready to serve you at Hammer Financial.

The Bucket Plan

Hammer Financial Group follows the philosophy of The Bucket Plan. The Bucket Plan is a book written by Jason L Smith that presents a new perspective on retirement. The book is written as a fable, and tells the story of a couple trying to plan for retirement. We at Hammer Financial Group create a customized bucket plan for each of our clients to navigate them through retirement. Contact us if you’re interested, to schedule a call to see how our services can fit your financial needs, and request a free copy of The Bucket Plan.

Tax Planning

We at Hammer Financial Group first opened our tax practice back in 2005 for the 2004 tax year. We have been helping with tax strategy ever since for over 20 years of tax experience. Our tax professionals here have seen a little bit everything. For the 2019 tax year, COVID-19 presented new challenges, and we at Hammer Financial rose to the occasion. Hammer Financial’s tax pros conduct tax planning year-round and strive to fulfill the vision of holistic planning. Allowing for communication between our financial advisors and the tax professionals to best execute your financial plan. We’re available for all of your tax questions and needs.

Meet the Team

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