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Justin Hammerbeck
Financial Advisor
Thoughtful Financial Planning, Built on Preparation
Helping individuals, families, and business owners organize investments, retirement plans, insurance planning, and estate considerations so financial decisions can be made with clarity.
Invest in Your
Our Why
Financial decisions rarely happen all at once. Investments, retirement accounts, insurance policies, and estate plans are often put in place over many years as life evolves. Over time, many people reach a point where they want to step back and look at how those pieces work together.
Our approach centers on preparation and thoughtful planning. We work with individuals, families, and business owners to review their financial picture, explain the reasoning behind different strategies, and help organize the decisions that shape their long-term financial lives.
Get to Know Us
Justin Hammerbeck
Financial Advisor
About Justin
Justin Hammerbeck is a Financial Advisor with Gateway Financial Partners serving individuals, families, and business owners from Burlington, Wisconsin.
He earned his Bachelor of Science in Finance from the University of Virginia in 1990, and his career in financial services has spanned several decades across multiple areas of the industry.
In the 1990s, Justin founded a mortgage company, gaining firsthand experience working with clients on major financial decisions. He later spent more than twenty years as an insurance and annuity specialist with organizations including The Hartford, Genworth, AXA, and Equitable, helping individuals evaluate income strategies, insurance planning, and retirement considerations.
Justin’s experience across investments, insurance, and retirement planning allows him to approach financial planning from multiple perspectives. His work today focuses on investment planning, estate considerations, insurance analysis, and retirement plan design for business owners.
His personal philosophy is simple: put others first, prepare thoroughly, and approach financial decisions with care and discipline.
Justin views financial services as a long-term commitment to helping people organize their finances in a way that supports stability, flexibility, and the freedom to pursue the things that matter most in life.
Our Services
We understand that every client is unique and has specific needs and preferences. That’s why our onboarding process is tailored to each individual. We prioritize getting to know our clients and building a strong relationship. Our goal is to ensure that every new client feels comfortable and well taken care of. Throughout the entire process, we aim to be a valuable resource for our clients. Although our process varies depending on the client’s unique situation, we follow a general framework. Here is what you can expect from our onboarding process.
Our Process
Do Our Values Align?
Our Ideal Client
We work with individuals, families, and business owners who want to take a thoughtful and prepared approach to financial decisions.
Many of the people we work with are looking for a clearer understanding of how different parts of their financial life work together. That may include investments, insurance coverage, retirement planning, or estate considerations.
Our clients often include people who are:
- Reviewing or organizing their investment portfolios
- Evaluating life insurance coverage for their family or business
- Thinking through estate planning and how assets may be transferred over time
- Business owners interested in setting up or reviewing a 401(k) or retirement plan for their company
- Looking for a more coordinated view of their financial picture
They tend to value preparation, open communication, and a long-term perspective when making financial decisions.
Insights & Market Commentary
FAQ's
What is an independent financial advisor and what do they do?
A financial advisor is a professional who helps clients manage their finances, investments, and wealth. They offer personalized advice and guidance based on their clients' financial goals and needs. Financial advisors can provide services such as retirement planning, investment advice, tax planning strategies, estate planning strategies, and more.
Why should I hire a financial advisor?
Hiring a financial advisor can be beneficial for those who need help managing their finances, planning for the future, or making investment decisions. Financial advisors can provide professional advice and guidance to help clients pursue their financial goals and make informed financial decisions.
How can I determine whether my advisor is a qualified professional?
When looking for a financial advisor, using BrokerCheck can provide valuable information about the advisor's background, including their employment history, registration status, and any disciplinary actions or customer complaints. By using BrokerCheck, investors can make informed decisions about which financial advisor to work with and avoid potential fraud or misconduct.
What services do financial advisors typically offer?
Financial advisors can offer a wide range of services, including retirement planning, investment advice, tax planning strategies, estate planning strategies, risk management, and more. The specific services offered may vary depending on the advisor's experience and qualifications.
What is your approach to helping clients navigate market volatility?
As an independent financial advisor, we believe in developing a diversified investment portfolio that aligns with clients' long-term financial goals and risk tolerance. We review and rebalance portfolios regularly and provide education to help clients understand their investment strategy. During times of market volatility, we stay in close communication with our clients to provide guidance and support. By taking a strategic, long-term approach, we help our clients pursue their financial goals despite market fluctuations.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Frequently Asked Questions
We understand that managing your finances can be a daunting task, and that’s why we’re here to help. As experienced professionals in the financial industry, we are committed to providing our clients with personalized advice and guidance to help them work toward their financial goals. In this section, we’ve compiled a list of frequently asked questions to help you understand what a financial advisor is, how we can help you, and what to expect when working with us. We hope this resource will provide you with valuable information and help you make informed decisions about your financial future.
Invest in Your Future Today
Start the Conversation
Financial decisions often become clearer through thoughtful discussion. Whether you are reviewing your investments, considering retirement planning, evaluating insurance coverage, or thinking about how your assets may be passed on over time, a conversation can be a helpful place to begin.
We welcome the opportunity to learn more about your financial priorities and answer any questions you may have. If you would like to connect, please complete the form and a member of our team will follow up.
Our Location
Gateway Financial Partners
565 Milwaukee Avenue
Burlington, WI 53105
262.914.8600
justin.hammerbeck@mygfpartner.com
