“When your values are clear, your decisions are easy.” – Roy Disney
Relationship, Confidence, and Capability.
With success comes complexity. You're looking for a trusted partner to help guide and advise you on getting and keeping your financial house in order. The large, status quo financial institutions have lost their personal touch.
At Hankinson Wealth Advisors LLC, we are passionate about helping you make smart decisions so you can accomplish your goals and fulfill your hopes and dreams for the reasons that are most important to you. We apply uncommon common sense: Eliminate Complexity, Simplify, and Repeat™.People who benefit the most from working with us are:
- Passionate about their goals
- Focused on the things in life that are most important to them
- Willing to delegate financial matters based on expert advice
- Ready for the truth … no matter what!
Typically, our clients are:
- Owner-operators and entrepreneurs
- Highly paid professionals
- Those in the position where they can choose whether they work or not
In simple terms, our approach means that our clients efficiently and consciously make the transition to category 3 – and stay there. We refer to this as the Encore Life™. A successful transition to a great Encore Life builds upon the foundation of your past success, transforms dangers and complexities, and focuses on simplifying your financial life.
The focus, clarity, and simplicity that result from aligning your financial choices with your values enable you to make the most of life’s opportunities.
Plan Well. Invest Wisely. Live Abundantly.™
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Currency has been around for a long time. Here’s a quick history lesson.
Ascertaining the value of your business is important for a variety of reasons.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Regardless of how you approach retirement, there are some things about it that might surprise you.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
An inside look at how marginal income tax brackets work.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are three things to consider before dipping into retirement savings to pay for college.
Here’s a crash course on saving for college.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here’s a quick guide to checking to see if you have unclaimed money.
Here are five facts about Social Security that might surprise you.