Stuart Hawkins, CLU®, AIF®
In 1991, I started my career in financial services with Mutual of Omaha, primarily focusing on Health Insurance for small business owners. Two years later, looking to expand my knowledge base to include Wealth Management, and Business and Employee Benefits, I joined New England Financial. In 1995, New England Financial merged with MetLife. Due to personal circumstances, I made the decision to add Special Needs Planning to my practice in 2005. My extensive training with MetLife Center for Special Needs Planning, and my unique journey as a parent has resulted in a passion to assist other parents who have similar challenges. Parallel to this area of focus, I work diligently to provide prudent Risk Management and financial advice to all of my clients.
After being in the financial services industry for over twenty eight years, I formed FuturesPlanned, LLC in order to provide a more flexible, independent platform to better serve clients in all facets of my business.
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.