Financial Planning for the
Life You're Building
A clear financial strategy. A trusted relationship. Greater confidence in what's ahead.
At Lance Hocutt Financial Group, we help individuals, families, business owners, and organizations make informed financial decisions through comprehensive financial planning, retirement planning, investment management, and wealth management.
Led by Dr. Lance Hocutt, Ph.D., CRPC®, with nearly three decades of experience in financial services.
Meet Dr. Lance
Nearly three decades of experience. A Ph.D. in Financial Planning. A commitment to helping people make better financial decisions.
Dr. Lance Hocutt is the founder of Lance Hocutt Financial Group, a Tuscaloosa-based financial planning and wealth management firm. He began his career in financial services in 1997 and has spent nearly three decades helping individuals, families, business owners, and organizations navigate important financial decisions.
Dr. Lance holds a Ph.D., a Master's degree in Financial Planning from Texas Tech University, and a Bachelor's degree in Financial Planning from The University of Alabama. His doctoral research examined the relationship between working with a financial advisor and financial success.
Throughout his career, Dr. Lance has worked with major financial institutions while building his own independent practice.
His philosophy is straightforward:
Listen first. Understand what matters. Build the plan around the person — not the product.
[Read Dr. Lance's Full Biography →]
Your Financial Life Is Bigger Than an Investment Account:
Your financial decisions are connected.
Retirement affects your investments. Taxes affect your retirement income. Your business affects your personal wealth. Your estate affects the people you love.
That's why we believe financial planning should look at the whole picture.
At Lance Hocutt Financial Group, we help clients coordinate the pieces of their financial lives into a strategy designed around their goals, priorities, and future.
We help clients with:
Retirement Planning: Developing strategies for income, investments, taxes, Social Security, and the transition into retirement.
Investment & Wealth Management: Managing your investments according to your goals, time horizon, risk tolerance, and overall financial plan.
Comprehensive Financial Planning: Bringing the major pieces of your financial life together so you can make decisions with greater clarity and confidence.
Legacy & Estate Planning: Helping you prepare for the transfer and protection of the wealth you've worked to build.
Where Experience Meets Research
Financial advice shouldn't just be based on opinion.
Dr. Lance's doctoral research examined the impact of working with a financial advisor on financial success.
His academic work reflects the same philosophy that guides the practice today: financial decisions should be approached thoughtfully, objectively, and with an understanding of both the numbers and the person behind them.
Dr. Lance also shares financial education through media, radio, and community programs — helping make complex financial concepts easier to understand and apply.
[Explore Dr. Lance's Research & Media →]
