Our Clients

At Hansch Financial Group, we often work with high net worth clients who are looking for a financial advisor who will guide them, offer them honest feedback, and partner with them to manage their assets. We enjoy working with clients who are committed to pursuing their goals and who understand the values of working with a financial advisor. Our goal is to build trusted and long-lasting relationships with them that span generations.

While we work with a diverse group of clients, many of them are business owners, executives/professionals, retired couples, or widows. Having frequently worked with these clients, we understand the many decisions and concerns they face.

Business Owners

Working with business owners, we bring our own family business insights. Like many of the clients that we serve, we have faced the challenges of transition from one generation to the next. Beyond identifying how and to whom they should pass on their business, they are often concerned with gracefully exiting the business. With this client group, we work to identify their specific assets and liabilities, and then help design a business succession plan in coordination with developing strategies for funding and maintaining their financial independence.

Executives and Professionals

Many of the professionals, such as physicians and executives, who we work with are at the height of their career or are approaching retirement. Often, the challenge they face is converting their investment portfolio and retirement plans into a tax-efficient lifetime income. For these clients, we focus on pre- and post-retirement planning, weighing and advising on their unique options. We help our clients analyze and optimize existing assets in order to create wealth accumulation and prudent income distribution strategies.

Retiring Couples

Of the families we work with, many are couples transitioning into or living in retirement. Their priorities are maintaining a consistent retirement income, ensuring they have an estate plan in place, and better understanding Social Security and Medicare. Our goal is to help retirees and pre-retirees feel confident in their financial future and pursue their vision of a successful retirement. Beyond assisting with retirement and estate planning, we offer advice on Social Security claiming strategies and the common questions regarding Medicare.

Widows & Divorcés

The loss of a spouse is a devastating life event, whether expected or unexpected. Beyond the emotional turmoil widows may be experiencing, they also often face a number of financial issues with which they may be unfamiliar. Often, one of their biggest concerns is outliving their assets or becoming a burden to their children. We can offer a number of resources and assistance to these clients as a result of our comprehensive planning and asset management services. Our clients appreciate that we bring a team of advisors who assist in organizing, analyzing, and guiding them through their retirement years.