Our services
Financial planning
Build a clear path toward your financial goals with personalized planning and expert guidance. From retirement planning to long-term security, explore the services below to learn more.
Retirement Planning
We believe life is more than a paycheck, and our mission is to help you build a financial strategy for retirement. We create retirement income plans that balance living expenses, Social Security, pensions, medical costs, and the unexpected. Our goal is to provide a roadmap for a secure and fulfilling retirement.
Asset Management
At Hawes-Scott Insurance & Retirement Solutions, we help clients find proven investment solutions and create financial strategies that manage risk. Our goal is to help build family legacies, reduce taxes, and plan a secure retirement. We focus on preserving wealth and give each client a clear roadmap to reach their financial goals.
Annuity Reviews
Looking for retirement income or a tax-advantaged way to save effectively? We offer a range of annuity products tailored to your personal needs. Our professionals can review your current annuity, match options to your needs, and reinforce confidence in your retirement planning decisions.
Tax Planning
Did you know that a majority of Social Security can be taxed? With careful planning, you can control your taxable income each year. We help maximize your Social Security, pensions, and financial strategies while minimizing taxes, turning opportunities into potential tax-free savings.
Estate Planning
At Hawes-Scott Insurance & Retirement Solutions, we will connect you with a professional to create an estate plan that benefits you and your heirs. We help ensure that all assets, insurance documents, and beneficiary forms are covered. A well-structured estate plan provides continuity and peace of mind about your legacy.
Service Help
If you’re looking for guidance or need more information about our services, we are ready to help you explore the best options for your needs.
Complimentary Resource
Roadmap to Retirement
Download this free tool to help develop your retirement income strategy. This timeline will help determine the ages you may want to pay special attention to. If you're looking for some basic guidance. Press the button below or click on the guide to download your copy today.
More services
Insurance services
Protect what matters most with comprehensive insurance solutions tailored to your needs. We help you stay prepared for whatever comes next. Explore the services below to learn more.
Life Insurance
You care about your family. With our guidance, find the right life insurance to protect them, no matter what the future brings. Term coverage offers affordable protection for a set period, while permanent insurance provides lasting security with flexible options and potential cash value.
Long-Term Care
Long-term care insurance is designed to cover any services and support you may need over an extended period. It can help pay for in-home assistance, community-based services, or a care facility. Policies typically reimburse a daily amount to help with essential activities such as bathing, dressing, or eating.
Critical Illness
Critical illness insurance helps cover expenses that come with a serious medical diagnosis. It provides a tax-free lump-sum payment if you experience certain covered conditions. Many Americans now use this protection to supplement traditional health coverage or employer-provided benefits.
Health Insurance
No one plans to get sick or injured, but no one wants surprise health costs without proper coverage. Health insurance helps cover these costs, protects you from high unexpected bills, lowers the cost of in-network care, and includes free preventive services like vaccines, screenings, and checkups.
Disability Insurance
If you break your arm, accident insurance can provide a one-time cash payment to help cover treatment costs like co-pays. If the injury keeps you from working, short-term disability can replace part of your income. While different, both types of coverage can work together after a covered injury.
Medicare
Medicare insurance helps eligible individuals access affordable healthcare coverage for hospital stays, medical services, prescription drugs, and preventive care. With a variety of plan options available, Medicare can provide financial protection and peace of mind while helping you manage your healthcare needs throughout retirement.
Our process
How we work
We guide clients with tailored services designed to build and protect their financial future. From strategic wealth management and estate planning to indexed annuities and life insurance, we offer solutions that support long-term growth, security, and legacy planning.
The introductions
In our first meeting, we’ll discuss your financial goals and how our planning strategies can help you achieve them and gain financial peace of mind.
Building your plan
In our next meeting, we’ll begin building your plan, focusing on income sources, lifestyle needs, and protection from unexpected events.
Proactive management
As life changes, your plan will change too. We’ll meet regularly to review and adjust it, helping you stay on track to reach your financial goals.
Contact us
Get a complimentary consultation
Ready to take the next step toward confident coverage? Click the button below to schedule your complimentary consultation and get personalized guidance tailored to your needs.