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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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See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

 

Life and Death of a Twenty Dollar Bill

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AI Tools Changing Retiree Entrepreneurship

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Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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Monthly Budget

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

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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Estimate total wedding costs and see how different choices affect your overall budget.

Assess Your Life Insurance Needs

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

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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