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. Optimize

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, tax strategists 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

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection 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
 

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.

Or give us a call at 760.327.8877

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