Establish a Strong Financial Foundation
Enjoy peace of mind knowing you are working toward financial security
Call 800-860-1060 or click the "Learn More" button now.
Are you recently married or just starting your family and don't know how or don't have time to sort through your finances? This program may be a great fit! For the parent or grandparent of someone just getting their "adult" life started, this program could also make a great gift!
Laying your financial foundation now can set you up for long-term success as your plans and strategies come to fruition.
This is time you’ll never get back, so start planning now. Work with an advisor on your finances to help give you peace of mind and greater efficiency so you can free up more time to focus on your family.
For the cost of $1,000/year, you get:
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2 Planning Meetings (will review items listed above)
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Access to your Advisor during business hours, via phone or email throughout the year of service
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Financial planning software analysis
Since 1957, Hummel has been building its business on its uncompromising values of integrity, trust & hard work.
When it comes to life insurance, this means that your Hummel Financial Advisor knows how important this decision is and we are here to help you choose the best life insurance to protect your loved ones in case you're no longer there to do it yourself.
We're in the business of trust-building, not selling policies.
Hummel Group is a Trusted Choice Independent Agency.
To learn more about what this means for you, take a look at the Trusted Choice Pledge of Performance by clicking the Trusted Choice logo.
Trusted Choice is a Directory of Independent Insurance Agents and Brokers, and is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.
Hi, I’m Jacob McConnell, a Certified Financial Planner (CFP®) and Financial Advisor with Hummel Financial Advisors.
I’m passionate about the opportunity to educate younger individuals and families to arm them with the knowledge they need to establish financial health and efficiency.
For many younger clients, a successful planning relationship is one that will help them become knowledgeable enough to take what they’ve learned and apply it for themselves.
My goal for this program is that you walk away with education, a plan you can follow, and a healthier financial lifestyle. View this as the foundational coaching you need to establish long-term financial success!