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