INVESTING AND RETIREMENT

Planning for your future?

 

Plan With Us

We’ll get you there.

Whether you are an individual thinking about retirement or would like a group plan for your employees, Hazard & Siegel can provide a full range of financial services to make the road ahead much brighter. Our network of financial professionals works hard to understand your needs and then collaborate with you to build a custom approach to help you reach your financial goals. Hazard & Siegel has always put our clients’ interests first, for over 50 years.

PERSONAL SOLUTIONS: PLANNING FOR SUCCESS

A solid financial strategy takes into consideration your financial goals, current financial status, and which stage of life you are in. From a first job, to starting a family, to planning for retirement and everything in between, your independent Financial Planner will take the time to understand you, and help guide you to financial success.

Retirement Planning

Wealth Management

Insurance Solutions

Wealth Transfer

Education Planning

Personal Financial Guidance

BUSINESS SOLUTIONS: PLANNING FOR SUCCESS

Your employees or group members are a key asset to your organization and offering financial benefits beyond salaries can provide a level of financial security that your employees will certainly appreciate. Hazard & Siegel has been providing a full range of benefit related financial services to many businesses for decades, including 401(k) plans, simple, sep, IRA, and insurance solutions ranging from life, disability, and annuities.

Financial Guidance

Insurance Solutions

Business Retirement Plans