Broker Check

Hankinson Wealth Management, Inc. - Augusta, GA

Lake Oconee Office

1041 PArkside Commons Suite 103, Greensboro GA 30642

PH (706) 454-0790

Contact Us

The Richest Man in Babylon The Cycle of Investing Events on Wall Street

“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.

Helpful Content

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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Critical Estate Documents

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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This questionnaire will help determine your tolerance for investment risk.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Using smart management to get more of what you want and free up assets to invest.

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A presentation about managing money: using it, saving it, and even getting credit.

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Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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When markets shift, experienced investors stick to their strategy.

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Agent Jane Bond is on the case, cracking the code on bonds.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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