Additional Information

  • Categories: Financial Advisors & Planners
  • Services: Tax Planning Strategies, Employee Stock Options, Family Finances, Small Business, Investments, Estate Planning Strategies, Charitable Giving, Retirement Planning Strategies

Hours

  • Regular Hours
    Monday
    09:00 AM - 05:00 PM
    Tuesday
    09:00 AM - 05:00 PM
    Wednesday
    09:00 AM - 05:00 PM
    Thursday
    09:00 AM - 05:00 PM
    Friday
    09:00 AM - 01:00 PM

About Us

  • Our team takes a unique and collaborative approach to financial planning called Dream> Plan> Track> ®. It starts with your dreams supported by a strategic plan that covers your needs based on your entire financial situation. Once PALEN, HAMMES AND ASSOCIATES establishes a firm direction, we work with you to provide solutions and help you take action. Together, we review and track progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. We’ll create a financial plan and develop an ongoing relationship that helps you adapt to your changing needs and goals. Because we work as a team, our practice offers depth and diversity in our combined skills and experience. You’ll enjoy the personalized service and one-to-one interaction with your advisor while also benefiting from the wider skill-set of the team as a whole. Our team is supported by professionals with backgrounds in many fields, so you’ll understand and feel comfortable with the guidance you receive and the strategy you develop with your advisor.