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<sup>Our Services</sup><br/>Financial Planning For Life-Long Fulfillment

Our Services
Financial Planning For Life-Long Fulfillment

Connect with us to experience the impact of working with a financial partner that truly cares about you, your financial well-being, and your dreams for an abundant life.

To be effective, financial planning needs to be coordinated. Each piece of the plan needs to accomplish its own specific tasks as well as support the tasks of the other pieces. We call this life-integrated financial planning, and we are experts in this area. We’ll look at your entire financial picture – taxes, investments, retirement strategy, and estate planning – and help you fit the pieces together properly. With a well-coordinated financial plan, you can start living life to its fullest.


Retirement Planning

To help with planning for your retirement, we’ll conduct comprehensive assessments of your financial situations, taking into account your assets, liabilities, income, and expenses. We’ll provide assistance with your Social Security strategy to help maximize your benefits. We’ll help you set realistic retirement goals and create a customized retirement plan for your future.

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Financial Planning

Financial planning starts with a comprehensive evaluation of your current financial state and future expectations. At hemming& Wealth Management, your financial plan is strategically customized to reflect your personal and family situation, risk tolerance, and future expectations.

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Investment Management

Each investment strategy is different - we’ll develop an investment strategy that aligns with your risk tolerance, time horizon, and financial goals. We conduct regular reviews of your financial plan to ensure you remain on track to meet your goals, and we adjust strategies as needed based on changes in your circumstances, market conditions, and economic factors.

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Divorce Planning &

Divorce Planning & Settlement

After assessing your assets, debts, and income, we analyze the potential financial implications of various settlement scenarios. We help you make informed decisions that align with your long-term financial goals. We aim to ensure a fair and equitable distribution of assets, address tax implications, and provide support in planning for a secure financial future post-divorce.

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Tax Planning

You’ll get guidance on tax-efficient withdrawal strategies to minimize tax liability, and we’ll help you make the most of tax-advantaged accounts and deductions.

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Estate Planning

We collaborate with estate planning professionals to ensure your wishes are met and your assets are transferred efficiently to heirs. We also assess your current estate planning strategy and use it for long-term planning.

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Choosing us means choosing a true partner in your financial journey. Everything we do is focused on our client’s aspirations for an abundant life.

Thank you!