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

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How to Make Better Long-Term Financial Decisions

Financial decisions shape your future, but many people focus on short-term outcomes rather than building a sustainable long-term strategy. Whether you are planning for retirement, managing investments, or structuring your tax strategy, making better long-term financial decisions requires a mix of discipline, knowledge, and strategic planning. By avoiding common mistakes and following a structured approach, you can create a financial plan that supports your goals and helps mitigate risks along the way.

Why a Financial Check-Up Matters—Even in Retirement

Just because you’ve retired doesn’t mean your financial planning is complete. In fact, retirement often brings about new variables that require ongoing attention. A regular financial check-up in retirement can help you stay aligned with your goals, adjust to changing market conditions, and evaluate your current income, spending, and tax strategies. Unlike the accumulation phase, retirement is a time of distribution and preservation. That shift demands thoughtful monitoring—not just to track investment performance, but also to help ensure that income sources remain sustainable and tax-efficient.

How Behavioral Biases Influence Your Financial Choices

When making financial decisions, logic and rational analysis should ideally guide the way. However, human psychology often plays an unexpected role in how people manage their investments, savings, and retirement plans. Behavioral biases in financial decision-making can lead to choices that may not align with long-term goals. Understanding these biases can help you take a more strategic approach to your financial future.

How to Avoid the Biggest Investment Mistakes Retirees Make

Retirement investing requires a different approach than wealth accumulation. The transition from growing assets to withdrawing income introduces new risks and potential pitfalls. Many retirees make mistakes that can impact their financial stability, often without realizing it until it’s too late. By understanding how to avoid the biggest investment mistakes retirees make, you can develop a retirement strategy that balances income, risk, and longevity.

The Role of Insurance in a Comprehensive Retirement Plan

A well-structured retirement plan isn’t just about savings and investments—it also includes insurance to help manage risks that could disrupt your financial security. While many focus on growing their retirement accounts, fewer consider how insurance can protect their assets and provide financial stability in unexpected situations. Understanding the role of insurance in a comprehensive retirement plan can help you build a strategy that not only grows your wealth but also safeguards it against potential risks.

Why Investing for Retirement is Different from Accumulation Investing

During your working years, your investment strategy focuses on accumulating assets. You contribute to retirement accounts, invest in growth-oriented assets, and rely on time to build wealth. However, once you transition into retirement, your approach must change. Instead of accumulating wealth, the focus shifts to preserving assets and generating income that can last throughout your lifetime. Understanding why investing for retirement is different from accumulation investing can help you make informed financial decisions as you approach this critical transition.

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.