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

Shielding Your Savings: Strategies to Protect Against Future Tax Increases

Many retirees assume that their tax burden will decrease in retirement, but that isn’t always the case. In the context of growing government debt and potential changes in tax policies, some financial analysts suggest that there could be a possibility of tax rate adjustments in the future. If most of your retirement savings are in tax-deferred accounts, those increases could significantly reduce the amount of income available for your expenses. A well-structured tax plan is essential to protecting retirement savings from tax increases. By taking proactive steps, you can create a more tax-efficient retirement strategy that helps preserve your […]

Why Traditional Retirement Income Plans May Not Be Enough

For decades, retirement planning has followed a conventional approach: save in tax-deferred accounts, rely on Social Security, and withdraw a fixed percentage annually. However, this strategy may not be enough for today’s retirees. Factors such as increasing longevity, rising healthcare costs, market volatility, and potential tax changes require a more adaptable plan. Relying solely on traditional retirement income plans can leave gaps in financial security and flexibility. A diversified strategy that incorporates tax efficiency, risk management, and alternative income sources may provide more stability.

The Power of Zero: Aiming for the 0% Tax Bracket in Retirement

Many retirees assume their tax burden will be lower in retirement, but that isn’t always the case. Tax rates fluctuate based on government policy, and if the national debt continues to rise, higher tax rates in the future could impact your retirement income. Aiming for the 0% tax bracket in retirement means structuring your finances so that your taxable income is low enough to avoid federal income taxes altogether. This strategy can help retirees manage tax risk, maintain control over their income, and extend the life of their savings.

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.

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.