Financial Planning for Your Business and Family

Most successful businesses are created with an idea and grown with hard work. But it takes foresight and a comprehensive plan for these businesses to outlive their founders. The businesses that are successful, those that flourish from one generation to the next, are the ones with owners who know how to recognize and solve problems ….. owners who know when to ask for help ….. owners who know how to hire “expertise.”

My team of experts and I can help by identifying your financial planning needs, and then addressing those needs with a wide range of insurance and investment solutions.

Planning for the success of your business

Estate Planning 101: what’s included in an estate plan?

Investing: Find Your Balance with Asset Allocation

Jonathan P. Hamby

Financial Advisor

20 Market St Ste 106
St Simons Is, GA 31522-1986
  • Mobile 770-846-5592

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Advanced Planning
Library

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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