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Personal Wealth Strategist
Linked In: www.linkedin.com/company/swofford-financial
Craig Hammer, Personal Wealth Strategist, utilizes technology and a team of industry leading Chartered Financial Analysts to design custom portfolio solutions. The interactive client planning process Hammer employs reveals strength and gaps to help formulate strategies to achieve desired goals. He views his relationship with clients as a partnership and his goal is to provide them with the highest quality planning services. Hammer has 10 years of industry experience and holds the series 7 and 66 licenses.
It often can mean the surviving spouse will be forced to get by on a lower income, but proper preparation can help.
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A few smart saving and investing steps taken now can head off a hefty tax bill next year.