“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
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
View all articles 
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
View all calculators 
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
