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  • 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. 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. HOLISTIC LOOK LIKE? WHAT DOES
  • 4. PLANNING PRACTITIONER BE AN EFFECTIVE
  • 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. 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. www.hammerfinancialgroup.com Phone: (219) 864-8266 Insurance • Long term care • Medicare • Life insurance
  • 8. www.hammerfinancialgroup.com Phone: (219) 864-8266 • The impact of taxes • Income • Investments • Legacy Tax Planning
  • 9. www.hammerfinancialgroup.com Phone: (219) 864-8266 Social Security Maximization • Claim and suspend • File restricted • Survivor benefits
  • 10. www.hammerfinancialgroup.com Phone: (219) 864-8266 Estate Planning • Attorney relationship • Beneficiary designations • Misuse of trusts
  • 11. www.hammerfinancialgroup.com Phone: (219) 864-8266 The Money Cycle Accumulation Preservation Distribution Accumulation Preservation Distribution
  • 12. www.hammerfinancialgroup.com Phone: (219) 864-8266 This slides needs to illustrate strategic vs tactical. Market Risk
  • 13. www.hammerfinancialgroup.com Phone: (219) 864-8266
  • 14. www.hammerfinancialgroup.com Phone: (219) 864-8266
  • 15. www.hammerfinancialgroup.com Phone: (219) 864-8266 Inflation
  • 16. www.hammerfinancialgroup.com Phone: (219) 864-8266 Taxes
  • 17. www.hammerfinancialgroup.com Phone: (219) 864-8266 Longevity
  • 18. www.hammerfinancialgroup.com Phone: (219) 864-8266 Legacy
  • 19. www.hammerfinancialgroup.com Phone: (219) 864-8266 INVESTMENTS OPTIMAL PLAN INSURANCE
  • 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. www.hammerfinancialgroup.com Phone: (219) 864-8266 The Impact of Being Dually Licensed Holistic plans can address all of a client’s concerns
  • 22. www.hammerfinancialgroup.com Phone: (219) 864-8266 The Impact of Being Dually Licensed