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Client Details

Client Genders


Male clients
40  
Female clients
50  

Current Advisor Assets


Total Assets (AUM)

$167 Million

Total Clients

90

Account Minimum

$250k-$500k

Advisor Overview


Overview

Hutchinson Financial, founded in 1988, is an Independent Registered Investment Advisory firm based in Little Rock, Arkansas. As one of the leading independent retirement planning and investment management firms in the region, Hutchinson Financial provides services to individuals, families, and to employers who sponsor retirement plans for their employees. The firm offers financial planning services delivered by experienced, seasoned professionals with credentials such as Certified Financial Planner, Chartered Financial Analyst, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Retirement Planning Counselor, and Accredited Investment Fiduciary. Our main objective is to help provide you financial security today and far into the future. We strive to be your trusted resource to help you make smart decisions about your money. Our goal is to help you ultimately achieve complete piece of mind about all of your financial affairs.

 

The Hutchinson Financial Advantage 

 

Independence and Objectivity

As independent, self-employed professionals, our role is to serve you and recommend what we feel is the best available option for each of your investment needs.

 

Professional Training and Expertise

In addition to backgrounds in areas such as finance, business, economics, marketing, real estate and law, each member of our team of seasoned professionals holds professional credentials appropriate to their role in the company.

 

Investment Management Expertise

Our investment performance track record speaks for itself. Each customized portfolio is managed to produce results appropriate to achieving stated objectives. We use multiple investment strategies to capitalize on changing market conditions.

 

Lower Costs of Doing Business

Our primary method of compensation is professional fees. Ongoing money management services are billed as a percentage of the assets we manage or supervise for you. As a result, our professional goals are aligned with yours.


What is unique about you?

One distinction about Hutchinson Financial is that, as a team of professionals, we actually deliver what so many only promise. More than any other distinction, clients have commented most over the years that it is clear that we really do care, we really do deliver on a service promise for a high level of very personalized service, and that our integrity, commitment, and professionalism is consistently more than they ever expected.


How do you work with clients?

We begin the client relationship with a conversation about what is really important about money, the role it plays in their lives, and their hopes and dreams for the future.  We then engage in a dialogue about their savings and investments, retirement plans, estate planning, risk management, and much more.  Our goal is to get as clear and thorough picture of what they want, why and when they want it, and what resources they have to work with.  We then work to help them marshal those resources in such a way as to make it much more likely that their dreams will come true over time.

 

Hutchinson Financial specializes in retirement planning. We have developed our own proprietary financial planning process specifically targeted for clients focused on retirement planning. The Retirement Discovery Process™ is a unique, objective, structured process designed to help you develop a clear vision of your financial goals and a detailed plan of action to achieve them.

 

 

STAGE I PREPARATION

 

The Hutchinson Financial Starter Kit™

Tools that help you assess your current challenges, opportunities and strengths.

 

The Hutchinson Financial Introductory Workshop™

Focused process that helps you assess your current situation and develop a clear vision of your retirement.

 

 

STAGE II PLANNING

 

The Retirement Discovery Planning Sessions™

Systematic process that helps you develop a step-by-step plan to achieve your Retirement Discovery Vision.

 

The Retirement Discovery GuideMap™

A written guide that maps out the steps, strategies and tools needed to achieve your vision.

 

 

STAGE III IMPLEMENTATION

 

The Retirement Discovery Activator™

Professional assistance that helps you implement your Retirement Discovery GuideMap.

 

The Retirement Discovery Progress Review Sessions™

Regular reviews of your progress that help you stay on track toward your vision.


What type of client does the firm serve best?

We work with individuals and families to help them clarify their financial and life goals and develop a definite plan to achieve them.  We help them make smart decisions about their money and achieve complete peace of mind about their personal financial affairs. Ultimately, we help them make their life dreams come true.

 

Whether you’re interested in planning for retirement, saving for your children’s education, protecting your business or finding new ways to build your portfolio, Hutchinson Financial has the expertise to help you meet your goals.

 

Today, it is almost impossible for anyone not working in the financial field to keep up with rapidly changing financial products, complicated tax laws and a volatile economy. Financial advice abounds — in magazines, newspapers and TV and radio talk shows — but this information is often fragmented and often not relevant to your personal financial needs and circumstances. Hutchinson Financial’s professional planners can help you understand your options and develop a customized plan that will put you on the road to Financial Peace of Mind.

 

Confidential, No Obligation Initial Consultation

 

We understand that choosing a financial professional is a very important decision. Therefore, we give you the opportunity to “test-drive” Hutchinson Financial before you make a final decision. First, we will meet with you to understand your current financial needs and goals and identify areas where we can add value. Then, we will share with you our evaluation of your situation and our initial financial recommendations. With this information, you can determine if you want to engage Hutchinson Financial as your financial partner.

 

Our goal is to deliver the best possible financial services at the lowest cost, without sacrificing long-term quality for short-term savings. We have a strong commitment to give our clients highly personal service, with a dedication to personal and corporate excellence, integrity and fairness.