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Lake Oconee Office

1041 Parkside Commons Suite 103, Greensboro GA 30642

PH (706) 454-0790

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The Richest Man in Babylon The Cycle of Investing

“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:

  1. Owner-operators and entrepreneurs
  2. Highly paid professionals
  3. 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.

In essence:

Plan Well. Invest Wisely. Live Abundantly.

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Estimate how much life insurance coverage may be appropriate for your situation.

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Should I Accept a Free Credit Lock?

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Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Estate Management Checklist

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Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

What is the Value of Your Business?

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What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

College Savings

See how much you may need to save now to cover future college costs for your child.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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