About My Practice
Specialty is Retirement Planning. We are the creators of The Retirement Discovery Process, a program to help you discover what you need to do to enjoy a comfortable and carefree retirement. The Retirement Discovery Process is a step-by-step process divided into three distinct stages. In stage one, we help you assess your current situation and set goals, both personal and financial. Working together in stage two, we help you create a written plan to map out the steps, strategies, and tools needed to achieve your goals, called a Retirement Discovery GuideMap. In stage three, we bring together the right tools, people, and other resources needed to implement your plan. We then regularly monitor your progress to help you stay on track toward achieving your goals.
Founded in 1988, Hutchinson Financial is an independent Registered Investment Advisor, providing financial planning and investment management services. Our clients include both those planning for retirement and those attempting to manage successfully through their retirement years. In addition, we work with many business owners and physicians providing help with retirement plans for themselves and their employees. To learn more, visit our website at www.hutchinsonfinancialinc.com
Experience
Serving clients for over 25 years. Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) specializing in Retirement Planning.
Registrations, Licenses, Certifications & Affiliations
Insurance Licenses
Life insurance: AR,TX, Health/disability insurance: AR,TX, Fixed annuities: AR,TX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Chartered Life Underwriter (CLU)
Broker-Dealer Affiliation
None/NA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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