Over the years, we’ve seen a lot of clients make mistakes with their investments that have a detrimental effect on their retirement years and the financial legacy they leave to their loved ones. Our commitment is to help families preserve their wealth and achieve their long-term financial goals, and coordination with your estate plan is a vital component. Our attorneys work closely with your financial advisor to make sure your estate plan and investments are coordinated and meet your unique goals.
If you don’t have a financial planner, we have several trusted financial planners who offer complimentary reviews to our clients. Our firm’s founder, Catherine Hammond, became educated and licensed (she previously held a series 65) after years of watching clients gain peace of mind about their estate plans, but not experience the same peace of mind about their investments. Together with our trusted financial planning partners, Hammond Law Group helps clients approach their money and investments more holistically.
