“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 Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
How long does a $20 bill last?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
How federal estate taxes work, plus estate management documents and tactics.
Investors seeking world investments can choose between global and international funds. What's the difference?
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.
Making the most of surprises is a great reason to work with us.
Here are five facts about Social Security that might surprise you.
All about how missing the best market days (or the worst!) might affect your portfolio.