Hammer Financial Services

Financial Planners, Financial Planning Consultants, Financial Services

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Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

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(330) 659-7140Call Visit WebsiteVisit Website Map & DirectionsDirections3866 Brecksville RdRichfield, OH 44286 Write a ReviewWrite Review

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Mon - Fri:	8:00 am - 5:00 pm

Hammer Financial Services

Tax Planning
Tax planning involves analyzing a client’s finances with the goal of achieving maximum tax efficiency. The analysis considers factors, such as the timing of income and purchases, retirement savings strategies, and tax filing status and deductions. Our team will review your financial landscape and your recent tax returns to find opportunities for maximizing tax savings. We can help you to be proactive in your spending and saving, rather than simply reacting when the tax bill comes due.

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Fax: (330) 659-7145

AKA

Hammer, Patrick

Hammer Financial Svc

Hammer Financial Services LLC

Other Links

https://www.hfswa.com

http://hfswa.com

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services

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Details

Phone: (330) 659-7140

Address: 3866 Brecksville Rd, Richfield, OH 44286

Website: https://www.hfswa.com

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Hammer Financial Services

Tax Planning
Tax planning involves analyzing a client’s finances with the goal of achieving maximum tax efficiency. The analysis considers factors, such as the timing of income and purchases, retirement savings strategies, and tax filing status and deductions. Our team will review your financial landscape and your recent tax returns to find opportunities for maximizing tax savings. We can help you to be proactive in your spending and saving, rather than simply reacting when the tax bill comes due.

Investment Management
Investment management is the professional management of assets to meet your specified investment goals and objectives. Through a comprehensive risk tolerance and goals assessment, we provide an analysis of your portfolio. This analysis gives us a framework of objectives for our investment models. Among the models that we implement, when appropriate, is the Dividend Growth Model.

Financial Planning
Dennis has served as the managing partner and general manager of HFS Wealth Advisors since 2010. He has over 40 years of experience in the financial industry, including his role as regional president for a large regional banking company. He began his career in financial planning in 2009.
Retirement Planning
We know that the earlier clients start saving for retirement, the more their money can work for them. HFS Wealth Advisors offers a wide array of retirement vehicles and the knowledge to deliver clear advice on the best options for each individual or family situation. We work with you to clarify your retirement planning goals and implement a plan. At the point of retirement, your financial status changes from the accumulation of wealth to the distribution of wealth. We guide you through this stage as well, offering insight as to the best strategies for income distribution.
Asset Management
College Funding
It can be difficult to attain the necessary funds to pay for higher education costs and plan for the impact of inflation. The average cost of college increases at approximately 5.6% per year. In 18 years, by the time a child is ready for college, the price of higher education could almost triple. Our team will develop and implement a comprehensive education plan. We offer 529 plans and Coverdell Educational Savings Accounts. Features of a Coverdell ESA are similar to a 529 but may also be used for high school and other types of qualified education. We help you explore other options for education funding, including financing options, that will allow you to meet your education goals.

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