“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
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
View all articles 
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
View all calculators 
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Rightsizing for Retirement
What does your home really cost?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
