Is a Tax-Free Retirement in Your Future?

Hanson Wealth Management works with you to avoid the impact of rising tax rates and other costly retirement risks.

Is your retirement safe from rising tax rates, volatile markets, and exorbitant healthcare costs?

There’s a storm brewing that can put your retirement security in jeopardy: taxes will be increasing. Now, more than ever, achieving a tax free or tax-efficient retirement plan is the only way to avoid outliving your retirement. It’s why we’re committed to helping our clients build retirement plans that take into account the impact of taxes on their retirement distributions, with a goal of getting to 0% tax liability.

VIDEO: OUR PLANNING PHILOSOPHY

Who We Are

At Hanson Wealth Management, we believe in our clients’ potential to truly live the life they want in retirement. The lasting relationships that we’ve built with every individual and family we are fortunate to serve is the foundation on which we are able to help them achieve their goals. We strive to guide each client toward a tax-free or tax-efficient retirement. We work towards providing you your dream retirement by minimizing the impact of rising taxes on your income so you can keep more of what is yours.

VIDEO: WELCOME TO HANSON WEALTH MANAGEMENT

VIDEO: OUR UNIQUE PLANNING SOLUTIONS

Brian Hanson, RICP^®

WEALTH STRATEGIST

Brian believes that life is about creating unique experiences — and that once we discover our purpose, we become capable of doing more than we could ever imagine. From our families to our careers to our retirement years, every moment offers the chance…

Myles Hanson

EXECUTIVE ASSISTANT

Myles is Brian’s second oldest son, and he joined the Hanson Wealth Management team as Executive Assistant in August of 2022. He graduated from Stonehill College in Boston, where he studied Business Administration and…

What We Offer

Your retirement deserves more than a one-size-fits-all plan. Explore how Hanson Wealth Management can help you build a strategy that reflects your goals, values, and financial future.

Tax-Focused Retirement Strategies

We take a proactive approach to managing tax exposure in retirement. By analyzing income sources, account types, and distribution timing, we help develop strategies that aim to reduce or eliminate tax liability—supporting a long-term goal of reaching the 0% tax bracket through smarter asset positioning and income planning.

Comprehensive Financial Planning

Our comprehensive financial planning service considers all aspects of your financial life, from day-to-day budgeting to long-term retirement goals. We help assess your current situation, prioritize objectives, and build a flexible plan that adapts over time, keeping you on track through different life stages and market conditions.

Investment Strategy & Portfolio Management

Our investment strategy is built around you—your goals, your risk tolerance, and your timeline. We develop diversified portfolios designed to adapt to changing market conditions while staying aligned with your long-term plan. We monitor and adjust as needed to help support your investment objectives through all stages of life.

Risk & Insurance Planning

Your financial plan should be ready for life’s “what ifs.” We help assess risks that could affect your financial future and guide you through insurance decisions designed to help protect your income, assets, and loved ones. It’s about planning with foresight—not fear.

Retirement Income Distribution Planning

We help you turn your savings into retirement income by planning how and when to draw from your accounts. Our focus is on creating efficient withdrawal strategies that support your goals, help manage taxes, and adapt as your needs change over time.

Legacy & Generational Wealth Planning

Whether you want to support loved ones or causes you care about, we help you develop a legacy plan that aligns with your financial picture. From account titling to charitable giving strategies, we work to make your intentions clear and your transitions smooth.

MEMBER

“As a member of The Elite POZ Advisor Group, Brian is one of the top tax-free retirement experts in the nation. He has developed a mastery of all the tax-free planning strategies you’ll need to shield your hard-earned retirement savings from the impact of higher taxes.”

– David McKnight, Author, The Power of Zero

CATCH UP ON THE LATEST PODCASTS AND ARTICLES

Top 5 Financial Myths Perpetuated by Mainstream Gurus

Mainstream financial gurus have built massive followings by offering simplified, easy-to-digest advice on personal finance, investing, and retirement planning. While their guidance may work for some, it often promotes a one-size-fits-all approach that overlooks critical financial nuances. The truth is, some of the most commonly accepted financial myths from mainstream financial gurus can be misleading—or even harmful—to those with more complex financial needs. Let’s take a closer look at five financial myths that are widely accepted but don’t always hold up when applied to real-world financial planning.

Why Risk Isn’t Just About the Stock Market

When most people think about financial risk, they immediately picture the stock market. While market volatility is a significant concern, it’s far from the only factor that can disrupt a retirement plan. Unexpected healthcare costs, tax policy changes, inflation, and longevity risk all pose threats to long-term financial stability. By focusing only on investment risk, investors may leave themselves exposed to other financial challenges that can erode wealth just as quickly—if not more so—than a downturn in the market. Let’s explore the key financial risks beyond the stock market and strategies to help mitigate them.

Why Personalized Financial Planning Outperforms Generic Advice

Financial planning is not a one-size-fits-all process. Yet, many investors rely on generic advice that may not align with their specific goals, risk tolerance, or tax situation. While broad financial guidelines can provide a starting point, they often fail to address the nuances of individual circumstances. Personalized financial planning strategies focus on aligning financial decisions with an investor’s unique needs, providing a tailored approach to managing wealth.

Case Studies: When Following the Crowd Doesn’t Pay Off

Many investors follow conventional financial wisdom, trusting broad, one-size-fits-all guidance to navigate their financial future. While these general recommendations may seem practical, they often overlook personal factors such as risk tolerance, tax implications, and long-term financial objectives. The risks of following generic financial advice can be significant, leading to avoidable missteps that impact retirement savings, tax efficiency, and wealth preservation. Through real-world case studies, we explore instances where individuals followed standard financial advice—only to find themselves facing unexpected challenges. More importantly, we’ll highlight how personalized financial strategies could have helped them avoid these pitfalls.

The Hidden Cost of Following the Crowd in Financial Planning

Financial advice is everywhere—from news outlets to social media influencers to friends and family. While many people believe that following widely accepted guidance is a safe approach, it’s important to consider that these strategies may not align with your unique financial situation. The hidden cost of following the crowd in financial planning can be significant, potentially leading to unnecessary taxes, overlooked risks, and missed opportunities for long-term financial stability.

Why Generic Financial Advice Often Misses the Mark

Many people seeking financial guidance turn to general advice found online, from books, or through media personalities. While these broad strategies can offer a starting point, they often fail to address the complexities of individual financial situations. Generic advice may overlook key factors such as tax planning, income strategies, and market risk—all of which play a crucial role in shaping a sustainable retirement plan. Understanding why generic financial advice often misses the mark can help investors make informed decisions that better align with their long-term financial objectives.

What is standing in your way?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.