Our clients come from a range of backgrounds, and all of them have unique needs and goals that we address in a comprehensive and collaborative process. We have particular expertise working with:


KEY executives and managers

  • Streamlining complex wealth issues
  • Maximizing employee benefits and compensation
  • Leveraging existing investments
  • Analyzing personal financial needs such as insurance, estate plans, and children’s college education

Business Owners

  • Diversifying wealth outside the business
  • Stabilizing income by smoothing out volatility
  • Minimizing taxes and debt
  • Implementing risk mitigation strategies to protect personal, business, and retirement assets


Pre-retirees and retirees

  • Maximizing future income sources and designing tax-efficient strategies
  • Determining optimal timing of Social Security and Medicare
  • Reviewing portfolio allocations and adjusting as necessary
  • Planning for health and long-term care needs in retirement

Widows and widowers

  • Analyzing current situation, concerns, and needs
  • Creating a comprehensive financial plan for long-term stability
  • Aligning investment portfolio with long-term goals
  • Identifying risk management needs

Subscribe to Our Newsletter

Please enter your email address to begin receiving periodic email newsletters from Hatton Consulting. Our e-newsletter covers timely financial news and planning strategies you can put to use. You will be able to unsubscribe at any time, and this service is free. Please let us know if you enjoy receiving the email updates and if there are any topics you'd like us to cover.