Hance Strategic Pillar 03

Retirement & Legacy Planning

Your wealth should serve your family for decades, not just years. We help you protect your lifestyle today while building a bridge to the next generation.

Legacy isn't just about what you leave behind—it's about how you live right now. We coordinate your Estate analysis and planning to make sure your assets go where you want them to go, without the government taking an unnecessary cut.

Giving with Purpose

If giving back is important to you, we use Philanthropic planning to help you support the causes you care about in the most tax-efficient way possible. By adding proactive Tax planning to your retirement strategy, we ensure your family’s wealth stays in the family.

Reliable Income

We stress-test your accounts to make sure you have a steady paycheck for as long as you live, no matter what happens with inflation or the stock market.

Family Protection

We help you organize your wills, trusts, and beneficiaries so that your kids and grandkids are taken care of exactly the way you intended.

Future Planning

We constantly monitor your tax situation so that you aren't paying more than you have to when it comes time to pull money from your accounts.

Secure Your Future.
Protect Your Family.

Connect with Hance Financial

Interested in working with a team that is dedicated to making clients’ lives better? If so, we encourage you to contact us today!

Hance Financial, LLC

 
BLOOMINGTON OFFICE 3600 American Blvd West, Suite 120
Bloomington, MN 55431
 
SARASOTA OFFICE 2031 Synergy Ln #1412
Sarasota, FL 34240
Phone: 952-445-6482 | Fax: 952-236-3917

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Hance Financial, LLC are not affiliated.  Cambridge does not provide tax or legal advice. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IA, IN, KS, MD, MI, MN, NE, NJ, NV, OH, PA, SC, VA, and WI.. No offers may be made or accepted from any resident outside the specific states referenced.

 Link to CRS Disclosures  

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Hance Financial, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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