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OUR SERVICES

At Hand & Tanner Financial Group Inc., we provide assistance or access to professional advice in the following areas:

Services/Financial Planning

  • Comprehensive Financial Planning
  • Risk Management
  • Retirement Planning
  • Small Business Retirement & Risk Management Planning
  • Access to:
    • Money Purchasing Plan
    • Simple IRA
    • 403(b)
    • 401 (k)/Profit Sharing
    • SEP IRA
    • Defined Benefit
    • Deferred Comp
  • Individual
    • Direct Rollovers
    • Estate & Gift Planning
    • Wealth Accumulation and Distribution
    • Risk Management
    • Traditional IRA
    • Roth IRA
    • Investment Advisory Services
    • Full Services Brokerage for Stock, Bonds & Government Securities
    • Section 529 College Savings Plan
    • Uniformed Gift to Minors (UGMA)
    • REITS (Real Estate Investment Trusts)
    • Coverdell Education Savings Accounts
    • Managed Accounts
    • Risk Management
    • Wealth Accumulation

 

Insurance

  • Evaluation of Existing Insurance Coverage
  • Life Insurance-Temporary and Permanent Tailored to Meet the Clients Desire
    • Long Term Care & Alternative Planning
    • Disability Income Protection*
    • Business Overhead Expense
    • Health Insurance