Our Services

Our personalized approach begins with a clear understanding of where you are now and where you would like to be in the future. During our initial meeting, we will spend a great deal of time listening and learning about your needs, wants, and goals. Using that information, we will determine if we are a good fit for each other. If we mutually decide to move forward, we will begin the in-depth process of creating an efficient, all-inclusive financial plan that reflects your cash flow needs, investment time frame, and tax situation. State-of-the-art software allows us to evaluate where you are right now and make appropriate recommendations to help you obtain your goals in the future.

Our role doesn’t stop there – knowing when to draw upon certain sources of income is critical to making your savings last. We have multiple investment strategies we can implement based on the ever-changing financial landscape, designed to ultimately help you maximize returns, protect your wealth, and reach your investment goals. We expect your life to change and will continually monitor your financial progress, test your plan’s effectiveness, and revise our strategies as needed.

Contact us today to schedule a complimentary consultation about your financial future.

 

Investment strategies do not assure profit or protect against loss.

See what we can do for you

What our clients think about us

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Hance Financial, LLC

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16 Google reviews

Tracey Gibson

2023-10-23
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Jahn Hance and his team have been great in getting us set up investing for our future. He is knowledgeable and excellent and answering questions. He listens to what our goals are and provides the right amount of guidance to help us reach them.

Renee Olson

2023-10-23
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John is a great financial advisor. My husband and I thoroughly enjoy meeting with him and feel he has given us the best advice possible. John's communication with us is always top notch.

Julie Lind

2023-10-23
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I have been one of John Hance's clients for quite a few years. He has helped me set up my retirement accounts, and helped me navigate through my parent's estate. He has a financial planning portal to show me what my financial future will look like. He's also always available through phone, text, and emails. I feel much more at ease knowing he is looking out for my financial future.

Joe Gleason

2023-10-23
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Hance Financial has taken care of my finical needs for over a decade. John implements plans according to your goals and is sensitive to your established risk profile. John communicates with effectively and in a timely manner.

Mike Huntley

2023-10-23
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Hance Financial provides high-quality personalized service. They have helped organize financial documents, provide good and regular communication, and helped make sense of options with financial planning. Even more importantly, to me, is that they develop a connection to get to know your situation, needs, and concerns - they are patient and actually teach you when you ask questions.

Furaha Kisongo

2023-10-23
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John Hance is an experience financial advisor and planner; his expertise is very insightful and he really cares about his the well being of his clients. I would highly recommend his financial advice, you will not be disappointed.

Cathy Backes

2023-10-23
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John is wealth of knowledge in the finance world. I have been using him for many years as my investor and I have reaped the benefits. I love the new newsletter - especially the “Man with the Golden Arm”.

Bill Kittelson

2023-10-23
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I had worked along side John for more than 30 years. He is very serious about being well informed about life insurance and investments and is passionate about doing well for his clients.