(706) 454-0790
RestEasy@HankinsonWealthAdvisors.com

For many, wealth management means having their financial challenges solved and their financial situations enhanced.

For us, wealth management means feeling inspired to make the best choices that lead to the kind of life you want.

Our value to you:

• Construction of your Financial Road Map®
• Creation of the written Rest of Your Life Plan to accomplish your big goals
• A clear, concise, step-by-step Action Plan
• Cash and Debt Management
• Ongoing investment management and the application of Hankinson Wealth
• Management’s Intelligent Investing Process:
  • Intelligent Asset Allocation
  • Intelligent Asset Location
  • Intelligent Rebalancing
• Quarterly Progress Reports on your investment portfolio
• Wealth Enhancement
• Wealth Transfer
• Wealth Protection
• Charitable Gifting