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