Our goal ...is to make sure your goals and dreams are fulfilled
Integrity …helping you develop a realistic, comprehensive course of action to help meet your goals by addressing hidden financial weaknesses and building on your financial strengths.
At Hansen & Associates Financial Group, we don’t believe in a “cookie-cutter” approach. No two situations are alike. We tailor your financial strategies to assist you in achieving your specific lifetime goals and objectives.
As a diversified financial services firm with a team of associates and administrative staff, 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. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.
Help you avoid costly financial mistakes;
Customize a financial strategy to meet your individual needs based on your lifestyle;
Provide you with financial education & guidance to help you meet your objectives;
Make all information easy-to-follow, in real words you can understand;
Provide effective tactical asset management strategies that are focused on protecting capital in poor performing markets while providing attractive growth potential in up trending markets.
We have an Objective Approach To Problem Solving
Critical to our “needs-based” approach is our ability and commitment to listening and asking the right questions. We get to know our clients and to understand what is truly important to them. Our goal is to help you to achieve your goals. To that end, we use a four step educational process to help you solve your financial problems:
√ Analyze your current and future financial needs;
√ Identify, clarify and prioritize financial as well as personal goals and objectives;
√ Coordinate the implementation of your plan using the Financial Tools most appropriate for your situation√ Monitor your financial progress with regular scheduled periodic reviews;
√ Monitor your financial progress with regular scheduled periodic reviews.
Wealth Planning With Your Unique Needs and Goals in Mind.
Licensed to provide fee based financial planning and asset management. Also licensed to provide life, disability, long term care and health insurance.
“We cannot communicate with, nor respond to, requests from users who reside in states where we are not licensed to conduct insurance and/or securities business.”
–Mark S. Hansen, ChFC, CFP®, domiciled in California, CA Insurance License. #0730159