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Securities, Investments, & Financial Services

Securities, Investments, and Financial Services

Expert Guidance to Reach Your Financial Goals

If you have financial goals for you and your family but lack the time or knowledge to implement them, Hummel Insurance Inc. can help. Not only are we independent insurance agents, but we offer guidance with securities, investments, and financial services as well.

It can be difficult to know when and where to invest, especially in these challenging times. But there are opportunities to grow your wealth in any market, and we can help you find them, with a healthy balance between risk and return on investment.

We offer an array of financial services with the same personalized approach we bring to finding you the right insurance coverage. Let us assist you with:

  • Investment strategies
  • Portfolio management
  • Retirement planning
  • Education funding
  • Estates, trusts, and charitable giving
  • General financial planning

Whether you have another 40 years to save or want to maximize a short period before retiring, we can help you set realistic financial goals and map out a plan to achieve them.

Comprehensive and Convenient Financial Planning

There are multiple benefits to using Hummel Insurance Inc. for both your financial planning and insurance needs. When you have everything under one roof, we can better advise you about all the different aspects of goal setting and strategies.

Launching a business? We can help you make sure your business insurance needs are taken care of to protect your investment. If you’re nearing retirement, we can look at structuring savings disbursements for the most advantageous tax position, and we also assist with life insurance and estate planning.

You will appreciate the convenience of making one phone call to tend to multiple money matters. And you will enjoy personalized service from people who know you and your community members.

Call us at 812-537-1785 today to tell us about how we can help you with investments and financial planning. Or reach out online, and we’ll get back to you to get the conversation going.

Daniel Hummel offers securities through Parkland Securities, member FINRA & SIPC.
Bob Finnegan offers securities through Parkland Securities, LLC, member FINRA & SIPC.
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