Retirement & Financial Planning
You’ve worked hard your entire life to get where you are today. Our financial professionals will help you with strategies, advice and plans to sustain your retirement and protect your assets – for yourself and your loved ones.
Whether your retirement is around the corner or years away, Hook Law is here to help you plan for it. Our retirement planning strategies help you do more than secure your future. They secure your assets and anything you plan to leave to your designated beneficiaries.
Sound, unbiased advice is essential when it comes to investment products. Hook Financial Services LLC is a registered investment advisor and member of the Financial Planners Association with two Certified Financial Planners® and numerous Investment Advisor Representatives on staff. We’re here to help you avoid planning mistakes and establish sound investment practices through unbiased advice and careful planning.
Our tax law experienced professionals help you protect your assets and make the most of your financial opportunities. Ever-changing tax laws have a significant and lasting impact on your finances. We’ll help you take steps to protect your wealth and the ones you love well into the future.
How you receive your inheritance and invest in the future can have lifelong benefits and tax consequences. At Hook Law, our attorneys specialize in making sure you have a plan that protects all of your assets.
- Retirement Plans (401(K), IRAs, Pension, Rollover Accounts)
- Beneficiary Designations
- Investment Guidance
- Money Manager Selection & Performance
- Lifetime Gifts
- Valuation Discounts
- Irrevocable Life Insurance Trusts