Brochures

Strategic Elements. Outstanding Results.

Identify the principal concerns most affecting your organization. Formulate solutions that provide the basis of today’s planning while providing a foundation for the future. Achieve, and then exceed, each and every goal.

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Making the Grade with 403(b) Plans

Hooker & Holcombe has formed a strategic alliance with The Omni Group to bring you the best solution for your 403(b) plan.

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Wealth Management Overview

We all want a comfortable retirement, and saving for your retirement might be the most important thing you do with your money. The earlier you begin, the better off you will be when the time is right for you to retire.

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Wealth Management Savings

As you move forward in life, we can help you move more wisely. We all dream about a worry-free retirement. How can you be assured that you will have enough saved to do the things you want to do when you’re ready?

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Wealth Management Strategy

Investment strategies can differ widely from a rapid growth strategy where an investor focuses on capital appreciation to a safety strategy where the focus is on wealth protection. The most important part of any investment strategy is to ensure that it aligns with your goals and is closely followed by your wealth advisor.

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The elements of success

At Hooker & Holcombe, we are well positioned to combine each of these elements to help your business meet its goals and look to the future. Whether it involves restructuring a pension, creating an investment strategy or modernizing a 401(k) or 403(b) plan to achieve maximum participation, our innovative solutions, creative professionals and leading-edge technology are the fundamentals to realizing results.

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