Our Services
At Hanson Wealth Management, we help individuals and families approach retirement with clarity and strategy. Our focus is on reducing the impact of rising taxes, market shifts, and healthcare costs through thoughtful retirement income planning. Every service we offer is built around a simple idea: when your retirement income is structured with purpose, you can move forward with greater confidence in your long-term plan.
“We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.”
— BRIAN HANSON
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.
Ready to take the next step?
Hanson Wealth Management is here to help you build a retirement strategy grounded in clarity, purpose, and long-term thinking. Whether you’re planning ahead or already in retirement, we’re ready to support your next move.
