Uncompromised Financial Planning & Investment Fund Management

Our Promise

From Financial Planning to complex Tactical Asset Management, we understand that no two situations are alike. We’ll tailor your financial strategies to assist you in achieving your specific lifetime goals and objectives.

 

Fulfilling Your Needs

  • Customize a financial strategy to meet your individual needs based on your lifestyle.
  • Provide you with financial education and guidance to help you meet your objectives.
  • Help you avoid costly financial mistakes.
  • Make all information easy-to-follow, in real words you can understand.

Unlock Your Full Investing Potential.

As a diversified financial services firm with a team of associates and administrative staff throughout the greater Sacramento area, we pledge to provide distinctive quality and unparalleled client service. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth.

Financial Planning

Wealth Management

Portfolio Review

Tactical Sector Portfolio

Asset Management

Risk Management

Employee and Executive Benefit Planning

Business Succession

Estate Planning

What Is Principal Protected Investing?

Principal Protected Investing is a type of structured finance that, at a minimum, guarantees the return of your principal amount invested, as long as the investment is held to maturity.

Focusing On Growth and Preserving Capital

Designed to maximize growth in all market cycles and to minimize market risk in poor performing markets, our proprietary tactical management approach eliminates human emotions from negatively affecting your growth.

Our Services

We appreciate that our clients have numerous goals, interests, lifestyles, business responsibilities and personal commitments that require purposeful consideration when managing their portfolio.

At Hansen and Associates Financial Group, we value your time and your trust, believeing that the relationships we build are our greatest assets.

 

Investment Management & Tactical Portfolio Strategies

Our unique and proprietary Adaptive Asset Allocation Strategy continually reflects the current market environment, systematically adapting to changing market conditions to maintain a consistent level of volatility. Learn More

Financial Planning and Wealth Management

We offer an in-depth Portfolio Review that includes a 4-step discovery process and Wealth Management services for High Net Worth Individuals, small business owners and families who desire the assistance of a credentialed financial advisory specialist   Learn More

Succession Planning for Business Owners

As a business owner, we’ve developed a series of important and relevant questions for your consideration. If you know all the answers to these questions, our compliments to you for being proactive in getting your business and personal financial lives organized on a comprehensive basis. If you have not answered these questions for yourself, let’s talk about how you can do that in your own way.Learn More

Company Benefits Planning

We design customized benefit structures that best meet the needs of your company with competitively priced products and features. Learn More

Protected Principal Investing

Principal Protected Investing is a type of structured finance that, at a minimum, guarantees the return of your principal amount invested.  Learn More

Track Your Investment Progress With eMoney

EMoney provides visibility into all our your assets, even those we don’t manage for you.Learn More

About Us

At Hansen & Associates Financial Group, we don’t believe in a “cookie-cutter” approach.

From Financial Planning to complex Tactical Asset Management, we understand that no two situations are alike. We tailor your Financial Strategies, Asset Management and Benefit and Succession Planning to assist you in achieving your specific lifetime goals and objectives.

Our unique and proprietary tools — adaptive allocation and portfolio hedging — help protect assets and keep the portfolio focused on positive returns regardless of market direction.

Conveniently located in Sacramento, California, we serve clients throughout the Greater Sacramento Region and the state.

Financially Empowered

Taking Charge of Your Financial Life

New Series Edition

 

Hansen and Associates Financial Group’s founding partner, Mark Hansen, joins fellow successful industry professionals as a Contributing Author in the highly anticipated second series edition, Financially Empowered: Taking Charge of your Financial Life.

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