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Keep Your Financial Future in Plain Sight

Cultivate financial clarity, confidence, and security with our tailored approach to financial planning and wealth management.

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Don’t Let a Narrow Focus Cloud
Your Future

When you concentrate only on one area of your finances, you risk making decisions without seeing the full picture.

Missing important elements like tax strategies, professional investment management, or estate planning can lead to costly mistakes.

A holistic approach ensures that your entire financial future stays in focus, allowing you to move forward confidently.

A Clear Path to Your Financial Goals
Starts with Holistic Planning

Professional Guidance in a Changing Landscape
In today’s evolving financial world, having professional guidance from an investment manger is essential. With decades of experience, we provide professional insights that adapt to your unique situation and help you navigate market changes confidently.
Tailored Financial Roadmap
Your financial journey is personal, and so is our approach. We create a customized financial roadmap that aligns with your goals, giving you a clear, holistic plan for building wealth, retiring confidently, and addressing your legacy.
Exceptional Support and Communication
We believe in building strong relationships through trust and transparency. You’ll receive ongoing support and clear, open communication every step of the way, ensuring you’re never in the dark about your investment portfolio or financial future.

Financial Solutions Designed for Your Wealth

Cultivate financial clarity, confidence, and well-being with our tailored approach to financial planning and wealth management.
  • Professional Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement & Income Planning
  • Charitable Giving
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Financial Solutions Designed for Your Wealth

Holistic Financial Planning integrates every aspect of your financial life, creating a 'living-breathing' plan that evolves with your needs. This comprehensive approach goes beyond investment management or income and retirement planning. It ensures all elements of your finances work in harmony, preparing you for opportunities and possible challenges, like market turbulence or life changes, while providing confidence in your long-term financial well-being.

Retirement and Income Planning

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Investment
Strategy

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Life Insurance & Long Term Care

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Tax Position Assessment

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Charitable Giving Strategies

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Our Straightforward 3-Step Process 

1. Initial Consult

Laying the Foundation for Financial Planning

Begin with a comprehensive discussion to understand your financial goals and current situation while laying the foundation for a personalized financial strategy. From this first step, you'll feel the weight being lifted off your shoulders, knowing we’re here to craft a plan that’s not just about numbers, but about your unique vision and needs for the future.

2. Holistic Planning

Crafting a ‘Living-Breathing’ Financial Roadmap

With a full understanding of your goals, we’ll create a living, breathing financial strategy that adapts as your life evolves. Whether it’s managing investments, planning for retirement, or preserving your legacy, we’ve got every detail covered so you can focus on enjoying today while we guide you financially towards your tomorrow.

3. Ongoing Care

We’re Here, Every Step of the Way

Breathe easy knowing that we’re regularly reviewing and fine-tuning your financial strategy, making timely adjustments to keep you on track. Whether the market shifts or your personal goals evolve, we’re here to ensure your financial path stays clear and steady—so you can feel confident in your future.
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Stay Ahead with Financial Insights Delivered to Your Inbox

Want professional financial guidance and tips on how to stay financially confident? Subscribe to our emails and get the latest advice, tools, and resources right to your inbox.

  • Timely market updates to keep you informed in a changing landscape.
  • Actionable financial strategies tailored to your wealth-building and retirement goals.
  • Exclusive insights from Dan Hummert and SmarterWellth, designed to help you maintain a clear focus on your financial future.
  • Bonus resources like budgeting templates, investment checklists, and more to keep you on track.
With us, your financial future is always in focus.

Dan Hummert, CFP®, CRPC® with LPL Financial

Learn More About Us
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Whether you have questions about investment strategies, retirement planning, or navigating complex financial landscapes, we’re ready to strategize with you.
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