Financial Services & Investments

Financial planning for your family or your business essentially means planning today for tomorrow’s needs. We strive to provide the best, unbiased advice for each individual, family or business that we work with, regardless of age, family situation or amount of assets.

We work hard to provide solutions for each client and their unique situation. We will explain what your options are in a way that is easily understandable, before your plan is implemented. We feel that education is the key to making proper financial decisions. Once we determine the appropriate solutions, we’ll help you take the necessary steps to implement your plan. Our service to you continues into future years through scheduled reviews, where your plan is monitored and maintained by making any changes or updates as necessary.

We have two fully-licensed Investment Advisor representatives, Chad Hatter and J.R. Showalter, to assist you with your planning needs. Both live in the Waynesboro/Augusta County area, and are raising young families there. They are happy to work with you on an individual basis, or as a team. Chad has been licensed since 1997 and has earned 3 professional designations (ChFC, CLU, and CASL). J.R. has been working with financial services and investment advice, since 1998. Both Chad and J.R. hold the series 6, 7, 63, and 65 securities licenses.

Some of the areas of their expertise include:

1. Investment Planning (IRAs, 401(k)s, College Savings, stocks, bonds)
2. Long-Term Care Planning
3. Life Insurance Planning
4. Retirement Planning (including income needs/calculations)
5. Health & Medicare Planning
6. Estate Planning

For a free no-obligation quote for life insurance, click here.

Stuarts Draft Office Contacts:

• Chad Hatter
• J.R. Showalter

Back to top