401K and 403B

When you’re planning for the future, a guiding hand can be incredibly important in maximizing your potential earnings and making use of every potential opportunity to grow. Our advisers walk you through investing in your 401(k) and 403(b) plans to give you the opportunity to set yourself up for success. Talk to one of our advisers today to start the process of investing in your future.

IRA (Roth and Traditional)

At Palmer Hammond Financial, we do whatever we can to provide you with a number of options and the knowledge and facts to make an informed decision on your future. Whether you’re interested in a tax-deductible Traditional IRA or the tax-free withdrawal benefits of a Roth IRA, our advisers will work with you to find the best option for your financial situation.

Asset Protection

At Palmer Hammond Financial, we do whatever we can to provide you with a number of options to protect your wealth against many of the uncontrollable factors, including a market correction, outliving your money or moving to a nursing home. Our range of strategies can mitigate many of these risks depending on your needs, time horizon and tolerance. Often times, with a free consultation we discover risks to assets that you may not be aware of.