Building a Financial Strategy for Your Future
At Hansen Wealth Management, we are a privately owned investment advisory firm dedicated to providing personal financial planning services to a wide range of clients. With over 20 years of experience, we have established ourselves as a trusted and reputable firm, committed to helping our clients achieve their financial goals.
Our Philosophy
Our philosophy is centered around providing tailored financial solutions that cater to each client's unique needs and objectives. We believe that every individual has a unique financial profile, and it is our responsibility to take the time to understand their aspirations, concerns, and goals. We strive to build long-term relationships with our clients, providing them with expert guidance and unparalleled service.
Our Services
Our comprehensive range of services includes:
Investment Management: We offer customized investment management services, utilizing a diversified portfolio of stocks, bonds, mutual funds, and tax-deferred annuities to achieve our clients' financial objectives.
Financial Planning: Our financial planners work closely with our clients to create personalized financial plans that address their specific financial goals, risk tolerance, and time horizon.
Retirement Planning: We help our clients plan for a secure retirement, providing guidance on strategies for maximizing retirement income, minimizing taxes, and ensuring a sustainable financial future.
Estate Planning: Our experts assist clients in creating a comprehensive estate plan, including wills, trusts, and guardianship arrangements to protect their loved ones and assets.
Insurance Planning: We help our clients navigate the complex world of insurance, providing guidance on life insurance, long-term care insurance, and other insurance products that meet their specific needs.
Client Service
At Hansen Wealth Management, we are committed to providing exceptional client service. Our team of professionals is dedicated to understanding our clients' goals and aspirations, and our comprehensive suite of services is designed to support their financial well-being.
Our Team
Our team of experienced professionals is led by CEO and Founder, Blair Hansen, a seasoned financial expert with over 20 years of experience. Our Certified Financial Planner, Eric Hansen, provides expert guidance on investment management and financial planning. Mark Hansen, our Partner, oversees the firm's operations, ensuring that our clients receive seamless and personalized service. Lisa Garcia, our Office Manager, ensures the smooth day-to-day operation of the firm.

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