Financial Services

Personal Planning

Personal Planning Hero

Let Hummel Help You Create Your Personal Balance Sheet

We view the financial planning process as 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.

Using financial planning strategies and creating a personal balance sheet, Hummel Group will assist you in managing risk so you feel secure, prepared and confident in your financial future.

We invite you to meet with a Financial Advisor at Hummel Group to review your risk factors and begin the process of getting a financial plan in place that puts you on the road to reaching your goals.

Planning For 3 Stages

Stage 1
PREPARING
Stage 2
Accumulation
Stage 3
DISTRIBUTION

Stage1 - Already underway on your financial journey? We're ready to help with guidance and consulting whenever you come to forks in the path.

Stage2 - Already underway on your financial journey? We're ready to help with guidance and consulting whenever you come to forks in the path.

Stage3 - Already underway on your financial journey? We're ready to help with guidance and consulting whenever you come to forks in the path.

Experience The
Hummel Difference

Financial Planning
Financial Planning
Charitable Legacy Planning
Charitable Legacy Planning
Retirement Income Planning
Retirement Income Planning
Family Legacy Planning
Family Legacy Planning
Asset Management
Asset Management
SmartVestor
SmartVestor

Frequently Asked Questions

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How can we assist you employees?

Your Hummel Group
Benefits Advisor Team

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Earning Your Trust Since 1957

We're in the business of trust-building, not selling policies.

When it comes to insurance for farms, this means that your Hummel risk advisor is going to provide you with a custom-tailored plan that's best for you, not our company.

Hummel Group is a Trusted Choice Independent Agency.

To learn more about what this means for you, take a look at the Trusted Choice Pledge of Performance by clicking the Trusted Choice logo.

Claims Service
You Can Count On.

If you need to submit a claim, you get one of our full-time claim specialists to advocate for you with the insurance company and support you through the entire process, step-by-step.

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The Next Step is Easy

Give Us A Call Today
(800) 860-1060
or
Request Online
Request a Quote