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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

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

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

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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.

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