Personal Wealth Management

At Hummel Group, we view your financial planning like a road map, and it's our job as your advisor to help you identify the best route to get from point A to point Z, while avoiding any unnecessary detours or delays.

We've identified nearly 40 key areas of risk that could be detours to your path to financial wealth.

  • How many of these hazards can you name?
  • What is your strategy to manage them?

Talk to one of our Financial Advisors about our proprietary Wealth Protection System and we can walk you through our process:

IDENTIFY

First is to identify the areas of risk specific to your life.

ORGANIZE

Second, we need to organize these risk factors into manageable categories so we can help you prioritize where to begin.

PLAN

We then create a written plan specific to your situation, paving the way for you to reach your goals and objectives.

IMPLEMENT

Finally, we implement the agreed upon strategies and review at least annually to make sure you stay on track.

Contact

Berlin
330.893.2600

Orrville
330.683.1050

Wooster
330.345.3536