Worried that your financial strategy is
missing something
We’re here to help you feel confident in your financial future.
YOUR DREAMS MATTER
At Hansen Financial & Insurance Services, LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Solve FORMula
Look to retirement with anticipation — not apprehension
Our SOLVE FORMula is a proprietary process designed to help reduce your financial risk, minimize taxes, offset inflation and maximize income.
1. Strategize
We sit with our clients to ask a lot of questions and do a lot of listening. Our clients’ voice in this process is both critical and valued.
2. Organize
After gaining a thorough understanding of our clients’ unique situations and goals, we begin to organize strategies that are optimized for their particular situations. As the design process unfolds, each piece is brought into focus so that our clients can see the complete picture.
3. LAUNCH
Our process helps reduce the complexities of tomorrow’s financial matters as we put our clients’ plans into action. This may help our clients remain confident we’ve helped them reduce risk, minimize taxes, offset inflation and maximize income.
4. VERIFY
We understand financial planning is a fluid and dynamic process that requires regular reviews and adjustments to ensure wealth management and risk management are in complete harmony.
5. ENGAGE/EVOLVE
As life unfolds, we realize we may need to engage the services of other professionals, such as accountants, qualifed tax professionals and estate planning attorneys. We also know that as our clients’ needs evolve, their financial plans may need to evolve as well. We embrace this process to help bring our clients clarity, comfort and confidence.
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Help protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Preservation Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts Probate Charitable Giving Estate Planning Tax Planning
Insurance products are offered through the insurance business Hansen Financial & Insurance Services, LLC. Hansen Financial & Insurance Services, LLC., is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Hansen Financial & Insurance Services, LLC., are not subject to Investment Adviser requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Hansen Financial & Insurance Services, LLC., is not affiliated with or endorsed by the U.S. Government or any governmental agency.
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READY TO TAKE
THE next STEP?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.
