PlanRock Wealth Strategies provides comprehensive investment management and wealth planning.
Our objective is to advance and preserve our client’s wealth during bull or bear markets.
Can you answer the questions below with confidence?
PlanRock Wealth Strategies specializes in investment strategies customized for our clients goals and objectives.
Are you looking for a second opinion or another perspective regarding your investment assets or retirement savings?
Do you feel you are taking too much risk or may not be very productive with your investment portfolio?
Are you looking for an advisor that will focus on cost efficiency, tax efficiency and investment efficiency?
Are you interested in a return stream with lower highs and higher lows? With a smoother ride, the probability of success good be much greater.
Are you interested in a higher income stream during retirement with steady cash flows?
We provide comprehensive planning and experienced specialist in all areas of your financial life:
Are you looking for effective Retirement Planning options? Maybe tax free Roth IRA conversions or retirement distribution methods?
Do you need better Cash Flow Management in during or in preparation for retirement?
Do you have an Estate Plan that you understand? Are you aware how verious trusts can help your legacy? We can help.
Do you know the tax impact on your investments or retirement? We can help you create a tax savings and projection plan.
Do you feel financially un-organized? We can help you simplify and organize your financial assets and estate in order to plan and produce more effectively.
PlanRock Wealth Strategies specializes in comprehensive investment management. We also provide wealth planning for every financial aspect of your life.
As part of your financial team, PlanRock Wealth Strategies provides comprehensive planning with a team of specialist in the following areas: (See our presentation in the link below)
Investment Management and Planning
Retirement Planning and Retirement Plan Options
Cash Flow Management and Analysis
Estate Planning
Risk Management and Capital Preservation
Tax Planning
Trust Planning and Services
Insurance Planning and Strategies
Financial Organization and Simplification
Stephen Hammers - Professional Bio
Mr. Hammers has 31 years of investment consulting, financial planning and investment management experience. Stephen serves as the Chief Investment Officer with PlanRock Wealth Strategies.
Stephen Hammers has provided investment management, planning, and oversight services for high-net-worth individuals, institutions, endowments, foundations and publicly traded mutual funds and exchange traded funds his entire career.
Stephen is the creator and founder of over 30 stock market indexes around the world, most of which are now called the NASDAQ Victory Indexes. Stephen has also created and founded Compass EMP Mutual Funds and Exchange Traded Funds, (now Victory Funds and VictoryShares ETFs -- The firm was sold in 2015 to Victory Capital Management.). Stephen was the former portfolio manager, Chief Investment Officer and Chief Investment Strategist of 28 mutual funds and exchange traded funds.
Stephen was also a former frequent contributor to the FOX Business Closing Bell Show (TV), CNBC Closing Bell Show (TV), Bloomberg TV, Wall Street Journal, Forbes, Barrons, and many other financial media outlets. He has also rung the opening or closing bell on the New York Stock Exchange or NASDAQ Exchange eight times. The latest was May 11, 2024, closing bell on the NYSE.
Stephen came out of a brief retirement and founded PlanRock Investment Management and PlanRock Wealth Strategies, of which he is the CEO and Chief Investment Officer. Stephen Hammers oversees the PlanRock Funds, which is an alternative growth fund, in the form of an ETF, traded on the NYSE under the ticker PRAE. Stephen oversees the company, investment strategy, planning and his personal high net worth clients.
Stephen is accepting a limited number of planning and investment clients, which service is his number one objective. When it comes to his investment management philosophy for his publicly traded funds and client investment assets; advancement and preservation is his primary objective.