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Financial Guidance. Our Team. Our Services. A Family Firm.
 

A Family Firm Serving Families

We are a family-run firm serving families in our local community and across the nation.

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We Are Full-Service

We offer comprehensive wealth management services with a focus on values.

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Our Values

We want our clients to trust us for our professional knowledge, integrity, and personalized service.

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Values-Based Financial Planning & Wealth Management

For many people, confidently building, managing, and preserving wealth is no easy task. Integrating your personal values into a financial strategy can prove even more difficult. At Hansch Financial Group, we seek to help you create a financial roadmap that holistically addresses your entire picture, from your deepest fears to your strongest values.

David Hansch and John Hansch hold 60 years of combined Financial Planning and Wealth Management experience in a second generation of family. Today, we remain committed to helping you improve your long-term financial success. With a focus on the values-based financial planning process, we believe we can design a personalized strategy that guides you from where you are today to where you want to go. Working closely with clients, our greatest satisfaction comes from helping individuals, families, and business owners grow, conserve, and distribute their wealth so they can focus on their greatest passions in life.

Based in Southern California, we have offices in San Juan Capistrano and Del Mar Heights, and a majority of our clients are locally based in South Orange County and North County Coastal San Diego. As a web-based firm, we leverage a number of advanced technology platforms and can work with clients across the country.


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Helpful Content

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.