The Hummel Financial Advisor Approach
There is no "ones size fits all" when it comes to financial planning and we like to get to know you and learn more about your family, hobbies, travel plans, investment goals and how these things can affect your future. The Financial Advisors at Hummel Group use a variety of techniques and products to create a program that fits your needs. For those looking to go through our propriety risk assessment process, we are able to assess your full financial picture and provide you with a schedule and plan to address concerns and goals that are specific to your life. We want you to walk away from the meeting with a clear step by step plan moving forward.
Products and Services
Investments
- Stocks
- Bonds
- Mutual Funds
- Donor Advised Funds
- Annuities
- REITs
Feel Free to ask about other options.
Business Services
- 401(k) Review
- Corporate Retirement Plans
- Employee Retirement Planning
- Employee Financial Wellness
- Business Succession Planning
Individual Services
- Financial Planning
- Charitable Legacy Planning
- Retirement Income Planning
- Family Legacy Planning
- Asset Management
- SmartVestor
Insurance
- Life Insurance
- Long-Term Care Insurance
- Disability Insurance