Hammortree Financial Services

Hammortree Financial Services Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1166 QUAIL CT., SUITE 100, PEWAUKEE WI, 53072, 262-7469270.

Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. HAMMORTREE FINANCIAL SERVICES is not an affiliate or subsidiary of PAS or Guardian. THIRD COAST ADVISORS, INC is not registered in any state or with the U.S. Securities

and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0K12084, AR Insurance License Number - 371811. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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The top sources of stress for working Americans are all money related. Working with a financial professional can help yo...
09/08/2026

The top sources of stress for working Americans are all money related. Working with a financial professional can help you stay calm and financially confident.

Money-related issues are the top sources of stress for US adults. Working with a financial professional can help

Planning for Medicare and Social Security? Join us!We're excited to invite you to our upcoming Medicare & Social Securit...
09/04/2026

Planning for Medicare and Social Security? Join us!

We're excited to invite you to our upcoming Medicare & Social Security Seminar, hosted by Hammortree Financial Services & Fidelity.

Presented by Stefanie Azzarelli of Fidelity Investments, this educational webinar will cover key considerations surrounding Medicare coverage, Social Security benefits, and planning for healthcare costs in retirement.

📅 Tuesday, September 22, 2026
🕠 5:30 PM CT
💻 Zoom

Click Below to Register & Learn More!

Click to learn more!

Struggling with your financial health? This checklist can help you enter the new year organized, prepared, and confident...
09/03/2026

Struggling with your financial health? This checklist can help you enter the new year organized, prepared, and confident about your financial future

By carving out a little time now, you can enter the new year more confident about your financial path forward

Join me for a complimentary webinar on Special Needs Planning.Thoughtful financial planning can help families navigate t...
09/01/2026

Join me for a complimentary webinar on Special Needs Planning.

Thoughtful financial planning can help families navigate the unique considerations that come with special needs planning. During this session, we'll discuss:

• Government benefits, including SSI and Medicaid
• Special Needs Trusts and ABLE Accounts
• Key milestones, such as turning 18, when benefits and services may change
• Strategies to help build confidence in your long-term planning

Whether this topic is relevant to you, a family member, a friend, or someone in your community, all are welcome to join.

📅 Wednesday, September 9
🕛 12 PM CT or 6 PM CT

12 PM CT Session:

6 PM CT Session:
https://event.on24.com/wcc/r/5466408/997457D59C6C9F3D95E099D455208060

I hope you'll join me!

Wednesday, September 09, 2026 at 1:00 PM Eastern Daylight Time.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
09/01/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
08/27/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

08/25/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

How much do you know about stocks?
08/20/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

How will your investments weather the ups and downs of the business cycle?
08/18/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
08/13/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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125 S Virginia Street
Crystal Lake, IL
60014

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