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