“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.™
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
You’ve made investments your whole life. Work with us to help make the most of them.
Second marriages are a trigger event to revisit any existing estate strategies.
For homeowners who think their property taxes are too high, there are ways to appeal.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
One of the most common questions people ask about Social Security is when they should start taking benefits.
What can be learned from the savings rate?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How will you weather the ups and downs of the business cycle?
There are three things to consider before dipping into retirement savings to pay for college.
Even low inflation rates can pose a threat to investment returns.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.