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Retirement and Estate Planning

The Hawley, Clemens, Marshall, Schmidt Group is dedicated to the trust and leadership we establish with our clients. With 100 years’ of collective experience and a deep level of expertise, we are positioned to assist our clients in every aspect of their financial lives, including retirement planning, estate planning and investment consulting. What we find most rewarding are the deep relationships we build with our clients, relationships that can last for generations

Financial and Estate Planning

  • Retirement planning
  • Social Security Optimization
  • Tax Planning
  • Wealth transfer
  • Education Planning
  • Charitable giving
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Investment Management

  • Portfolio management
  • Risk Profile Analysis
  • Asset Allocation
  • Comprehensive Advisory Solutions
  • Brokerage Services
  • Alternative Investments
  • Cash management
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Risk and Liability Management

  • Income Protection Strategies
  • Lending Services
  • Insurance Services and Reviews
    • Life Insurance
    • Long-Term Care Insurance
    • Health Care Insurance
    • Disability Insurance 
    • Property Insurance
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