At Hansch Financial Group, we believe clients benefit from a number of advantages when working with us:
We specialize in Values-Based Financial Planning™ and wealth management. Our goal is to help you build a financial strategy that focuses on your unique values.
Since the early years of our firm, we have been technology-focused, developing one of the industry’s first financial planning software companies, Financial Profiles, and using advanced technology platforms to improve our clients’ experience. Helping clients organize and manage their financial house has been a driving goal for our firm since its inception.
As an independent firm, we are focused first and foremost on our clients and their unique needs. Without any conflicts of interest, we have the freedom to recommend services and strategies that align with our clients’ specific needs.
Credentials and Experience
We believe education is key. Whether we are continuing our own education or hosting topic-specific seminars for the public, we are passionate about learning. David Hansch is a CERTIFIED FINANCIAL PLANNER™ who holds the Chartered Retirement Planning CounselorSM designation. With the CFP® certification, David is held to the highest of standards in terms of ethics and responsibility. As one who holds the Chartered Retirement Planning CounselorSM designation, he has advanced education in pre- and post-retirement needs and the retirement planning process.