www.hammerfinancialgroup.com
Phone: (219) 864-8266
My evolution to becoming an independent
and dually licensed advisor…
• ...
www.hammerfinancialgroup.com
Phone: (219) 864-8266
Transactional Salesperson
vs. Valued Advisor
Professions Associated Wit...
HOLISTIC
LOOK LIKE?
WHAT
DOES
PLANNING
PRACTITIONER
BE AN
EFFECTIVE
www.hammerfinancialgroup.com
Phone: (219) 864-8266
Holistic Services
What your Holistic Planning Should Look Like
Investme...
www.hammerfinancialgroup.com
Phone: (219) 864-8266
• Cannot control results,
but we can control intent
• Market volatility...
www.hammerfinancialgroup.com
Phone: (219) 864-8266
Insurance
• Long term care
• Medicare
• Life insurance
www.hammerfinancialgroup.com
Phone: (219) 864-8266
• The impact of taxes
• Income
• Investments
• Legacy
Tax Planning
www.hammerfinancialgroup.com
Phone: (219) 864-8266
Social Security Maximization
• Claim and suspend
• File restricted
• Su...
www.hammerfinancialgroup.com
Phone: (219) 864-8266
Estate Planning
• Attorney relationship
• Beneficiary designations
• Mi...
www.hammerfinancialgroup.com
Phone: (219) 864-8266
The Money Cycle
Accumulation
Preservation
Distribution
Accumulation
Pre...
www.hammerfinancialgroup.com
Phone: (219) 864-8266
This slides needs to illustrate
strategic vs tactical.
Market Risk
www.hammerfinancialgroup.com
Phone: (219) 864-8266
www.hammerfinancialgroup.com
Phone: (219) 864-8266
www.hammerfinancialgroup.com
Phone: (219) 864-8266
Inflation
www.hammerfinancialgroup.com
Phone: (219) 864-8266
Taxes
www.hammerfinancialgroup.com
Phone: (219) 864-8266
Longevity
www.hammerfinancialgroup.com
Phone: (219) 864-8266
Legacy
www.hammerfinancialgroup.com
Phone: (219) 864-8266
INVESTMENTS
OPTIMAL
PLAN
INSURANCE
www.hammerfinancialgroup.com
Phone: (219) 864-8266
The Bucket Plan
Safe
+
Liquid
Conservative
+
Income
Long Term
Growth
+
...
www.hammerfinancialgroup.com
Phone: (219) 864-8266
The Impact of Being Dually Licensed
Holistic plans can
address all of a...
www.hammerfinancialgroup.com
Phone: (219) 864-8266
The Impact of Being Dually Licensed
8 15-greg hammer-1140am
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8 15-greg hammer-1140am

  1. 1. www.hammerfinancialgroup.com Phone: (219) 864-8266 My evolution to becoming an independent and dually licensed advisor… • Started in 1992 • Industry was product driven then • It taught how to give sales presentations, not planning • Challenged with the b/d model Greg Hammer
  2. 2. www.hammerfinancialgroup.com Phone: (219) 864-8266 Transactional Salesperson vs. Valued Advisor Professions Associated With: Stock Broker Real Estate Agent Insurance Salesman Travel Agent Car Salesman Attorneys Medical Doctors Psychologist CPA’s & Tax Advisors Business Consultants
  3. 3. HOLISTIC LOOK LIKE? WHAT DOES
  4. 4. PLANNING PRACTITIONER BE AN EFFECTIVE
  5. 5. www.hammerfinancialgroup.com Phone: (219) 864-8266 Holistic Services What your Holistic Planning Should Look Like Investments Insurance Tax Planning Social Security Planning Estate Planning
  6. 6. www.hammerfinancialgroup.com Phone: (219) 864-8266 • Cannot control results, but we can control intent • Market volatility • The roles of the parts of a portfolio Investments
  7. 7. www.hammerfinancialgroup.com Phone: (219) 864-8266 Insurance • Long term care • Medicare • Life insurance
  8. 8. www.hammerfinancialgroup.com Phone: (219) 864-8266 • The impact of taxes • Income • Investments • Legacy Tax Planning
  9. 9. www.hammerfinancialgroup.com Phone: (219) 864-8266 Social Security Maximization • Claim and suspend • File restricted • Survivor benefits
  10. 10. www.hammerfinancialgroup.com Phone: (219) 864-8266 Estate Planning • Attorney relationship • Beneficiary designations • Misuse of trusts
  11. 11. www.hammerfinancialgroup.com Phone: (219) 864-8266 The Money Cycle Accumulation Preservation Distribution Accumulation Preservation Distribution
  12. 12. www.hammerfinancialgroup.com Phone: (219) 864-8266 This slides needs to illustrate strategic vs tactical. Market Risk
  13. 13. www.hammerfinancialgroup.com Phone: (219) 864-8266
  14. 14. www.hammerfinancialgroup.com Phone: (219) 864-8266
  15. 15. www.hammerfinancialgroup.com Phone: (219) 864-8266 Inflation
  16. 16. www.hammerfinancialgroup.com Phone: (219) 864-8266 Taxes
  17. 17. www.hammerfinancialgroup.com Phone: (219) 864-8266 Longevity
  18. 18. www.hammerfinancialgroup.com Phone: (219) 864-8266 Legacy
  19. 19. www.hammerfinancialgroup.com Phone: (219) 864-8266 INVESTMENTS OPTIMAL PLAN INSURANCE
  20. 20. www.hammerfinancialgroup.com Phone: (219) 864-8266 The Bucket Plan Safe + Liquid Conservative + Income Long Term Growth + Legacy Planning Now Soon Later Market Risk, Sequence Risk, Longevity, Legacy, Inflation
  21. 21. www.hammerfinancialgroup.com Phone: (219) 864-8266 The Impact of Being Dually Licensed Holistic plans can address all of a client’s concerns
  22. 22. www.hammerfinancialgroup.com Phone: (219) 864-8266 The Impact of Being Dually Licensed
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