Experience. Education. Personal Relationships.
Meet Dr. Lance Hocutt
Nearly three decades of experience. A lifetime of learning. A financial planning relationship built around you.
I began my career in financial services in 1997 and founded Lance Hocutt Financial Group in 2015. From our office in Tuscaloosa, Alabama, I help individuals, families, business owners, and organizations connect financial decisions with their goals.
Experience you can put to work.
Financial decisions often arrive alongside changes in your life. You may be preparing for retirement, building a business, caring for family, or deciding what to do next.
My work starts with understanding your circumstances. I bring my professional experience to the conversation and help you consider how your investments, retirement income, and other resources fit together.
A commitment to learning.
My professional experience is complemented by advanced academic study in financial planning. My education includes:
- A bachelor’s degree from The University of Alabama.
- A master’s degree in Financial Planning from Texas Tech University.
- A Ph.D. completed in 2023.
My doctoral research examined the relationship between working with a financial advisor and perceived financial success. That research informs my interest in how advice connects with people’s financial lives.
Understand the person behind the numbers.
Retirement can represent freedom. Investments can create possibilities. Estate planning can reflect what you want for your family. Financial decisions carry personal meaning.
That is why I want to understand what matters to you before discussing recommendations. Your concerns, relationships, and priorities belong in the conversation alongside your accounts and financial statements.
One financial picture.
Your investments, retirement decisions, tax considerations, insurance, and family goals influence one another. Depending on your needs and our agreed scope, we consider how those pieces work together.
When appropriate, I coordinate with your attorney, tax professional, or other specialists. We discuss the choices in plain language so you understand the reasoning, costs, risks, and tradeoffs.
A relationship built on communication.
You should feel comfortable asking questions. Before you decide to work with us, we discuss the proposed services, applicable fees, and how the relationship would work.
In an ongoing relationship, we stay connected as your priorities and circumstances change. We offer meetings in Tuscaloosa and virtual meetings where our services are available.
Let’s talk about your financial future.
Bring your questions and the decisions you are facing. We’ll start with what matters most to you and discuss whether working together makes sense.
Schedule a Conversation Contact Our Office
Services and fees depend on the agreed scope of the relationship. Investing involves risk, including possible loss of principal. Tax and legal matters should be addressed with qualified professionals.
