“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.
In essence:
Plan Well. Invest Wisely. Live Abundantly.™
Helpful Content
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
View all articles 
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
View all calculators 
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
