Hansen & Associates, Planning today for a better tomorrow


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Financial Planning

 
 
 
 
 

Four-Step Discovery Process
Toward a Lifetime of Financial Independence

 

Step One


Analyze your current and future financial needs by
addressing the following topics:

  • Risk Management
  • Retirement Planning
  • College Planning
  • Investment Panning
  • Estate Planning
  • Employee and Executive Benefit Planning

 

Step Two


Identify, clarify and prioritize financial as well as
personal goals and objectives.

Develop a realistic, comprehensive course of action to help meet your goals by addressing financial weaknesses and building on financial strengths.

We will also help you determine your financial risk profile.


 
 

A man and woman sit on a sofa and smile at a man holding a sheet of paper
Brown haired woman and blond girl smile as girl drops money in piggy bank.
Person seated at laptop with Hansen & Associates, eMoney Advisor on the screen.

 

 
 
 
 
 
 
 

Step Three


Coordinate the implementation of your plan using the Financial Tools most appropriate for your situation.

We spend the time to educate you on all of your financial planning and investment options to support our recommendations, so you feel more confident. We also offer E-money Wealth Management System,, an easy to use, web-based financial planning system designed to keep ou up-to-date and organized while tracking your financial progress.

 

Step Four


Monitor your financial progress with regular
scheduled periodic reviews

Our company’s success is partly due to our customer service. We believe regular periodic reviews will help ensure you stay on course. Our team approach with our clients ensures that your financial plan will evolve with your ever-changing financial lifestyle.