Chris Hammann


                                                                      


 

 

 

 

 

 

 

VALUE STATEMENT

I assist clients in creating financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. Clients benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.


WEALTH MANAGEMENT APPROACH

I provide clients with professional wealth management, which helps in prioritizing your objectives and how to financially accomplish them. Managing your money, making it grow, protecting it and using it to your best advantage takes experience, knowledge, and resources. This is why a lot of individuals and families rely on Financial Consultants like me for expert assistance. I am able to assist you with the following:

 

  • Planning for Retirement
  • Creating an income during retirement
  • Funding an Education
  • Maintaining or Enhancing your lifestyle
  • Preparing for a major purchase
  • Protecting your family or income
  • Business Planning
  • Creating the legacy you want to be remembered by


I will work with you to develop strategies and personalized solutions for accumulating, protecting and transferring wealth. My approach is straight forward, which can simplify your life. I start by asking questions about your current financial situation, what you want to accomplish in the future and how you feel about risk. Based on the information you provide, I analyze your financial goals and needs, then match your objectives to appropriate strategies. Because I am affiliated with an independent Investment Advisory firm, I am able to draw upon several resources to create a customized solution to help meet your short-term and long-term needs. I am here to provide you with solutions, not to sell you products. Your life and needs may change over time. So, I regularly monitor the performance of your wealth management plan and check in with you periodically to make sure I still understand your financial objectives.


QUALIFICATIONS

I am a graduate of Blackburn College in Carlinville, IL, with a Bachelor of Arts Degree in both Business Administration and Economics. In 1997, I joined Investment Planners, Inc. as a REGISTERED REPRESENTATIVE and in 2000 I joined IPI Wealth Management as an investment advisor representative. I have obtained my Series 7, 63, and 65 licenses along with Life & Health Insurance Licenses.


PERSONAL INFORMATION

I currently live in Carlinville, IL with my wife, Joan. I am an active member of my church and currently serve as an officer on our church council. I am active on various church committees as well, and have also served as Council president. I am a member of the Carlinville Elks Lodge and also the Macoupin Center for the Developmentally Disabled. My interests outside of work include playing bass guitar, golfing and enjoying the outdoors.
 

*Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc.