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<span>Hansch Financial Group Services</span>

Hansch Financial Group Services

We offer a holistic approach to financial planning and wealth management. Our services are designed to center your financial plan around your Values, Goals, and Current Financial picture.

As Values-Based Financial Planners™, we believe that the most important question is “What’s important about money to you?”

We aim to understand what is important about money to you and help you develop a plan to align your financial decisions with your values and goals.

Financial Planning

Our financial planning process begins with a discovery meeting, where we take the time to clarify your values, understand your goals, and gather relevant data to develop a financial roadmap.

Working closely together, we will design a comprehensive plan tailored to your specific needs. This plan will encompass investment simplification, insurance assessment, tax and legal reviews, and coordination with our team of advisors. Regular plan reviews, at least once a year, will allow us to monitor your progress toward your goals and make necessary adjustments.

We offer flexible meeting options, including in-person or web-based visits to ensure that the process is convenient for you. We are committed to acting as fiduciaries and putting your best interests first.

Wealth Management

Wealth management should go beyond numbers and investments. We believe that money should not be the sole focus of your financial plan; instead, your plan should revolve around your values and what is truly important to you in life. Through our Values-Based Financial Planning™ approach, we aim to inspire you to pursue your goals and stay on track with your financial roadmap.

We want to create a strategy that encompasses various aspects of your financial life, including:

  • Investment Management
  • Insurance
  • Tax Planning
  • Retirement Planning
  • Estate and Legacy Planning
  • College Planning
  • Business Planning

We work closely with you to create a coordinated and thoughtful plan that addresses all these areas. Our goal is to help you build and protect your wealth, ensure a comfortable retirement, and leave a lasting legacy for future generations. We provide ongoing advice and support, staying in frequent contact to assist you in navigating the complexities of wealth management.

Preparing Heirs

Transferring wealth to the next generation is not simply a matter of financial planning. We understand that ensuring a successful wealth transition requires more than just a well-crafted estate plan. Many families overlook the importance of incorporating their values into the planning process and fail to prepare their heirs to responsibly manage their inherited wealth.

We have developed a unique approach to estate planning and wealth transfer that aims to help you leave a lasting impact and foster family harmony. Our services include:

  • Assisting families in organizing and sharing their mission and values
  • Identifying tax-efficient estate planning opportunities
  • Providing guidance on preparing heirs to manage inherited wealth responsibly

By addressing these crucial elements, we strive to help families overcome risks and increase the likelihood of a successful estate transition. Our ultimate goal is to help you leave a legacy that lasts for generations.