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Retirement and Estate Planning

The Hawley, Clemens, Marshall, Schmidt Group is dedicated to the trust and leadership we establish with our clients. With 100 years of collective experience and a deep level of expertise, we are positioned to assist our clients in every aspect of their financial lives, including retirement planning, estate planning and investment consulting. What we find most rewarding are the deep relationships we build with our clients, relationships that can last for generations.

Financial and Estate Planning

...encompasses the strategies we employ to help you work towards accomplishing your specific goals.


  • Retirement planning
  • Social Security Optimization
  • Tax Planning
  • Wealth transfer
  • Education Planning
  • Charitable giving

Investment Management

...aims to build your assets to support your goals for yourself and your family.



  • Portfolio management
  • Risk Profile Analysis
  • Asset Allocation
  • Comprehensive Advisory Solutions
  • Brokerage Services
  • Alternative Investments
  • Cash management

Risk and Liability Management

...focuses on preserving and protecting your wealth, supporting your future and the legacy you aim to leave.


  • Income Protection Strategies
  • Lending Services
  • Insurance Services and Reviews
    • Life Insurance
    • Long-Term Care Insurance

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