We want our clients to trust us for our professional knowledge, integrity, and personalized service. For many people, confidently building, managing, and preserving wealth is no easy task. Integrating your personal values into a financial strategy can prove even more difficult.
At Hansch Financial Group, we seek to help you create a financial roadmap that holistically addresses your entire picture, from your deepest fears to your strongest values.David Hansch and John Hansch hold over 60 years of combined Financial Planning and Wealth Management experience in a second generation of family.
At Hansch Financial Group, we seek to help you create a financial roadmap that holistically addresses your entire picture, from your deepest fears to your strongest values.David Hansch and John Hansch hold over 60 years of combined Financial Planning and Wealth Management experience in a second generation of family.
Services
We charge a flat fee for creating written financial plans and personal financial websites. We earn fees, based on a percentage of the value of your accounts under investment management. We are compensated by commissions for insurance products and some investments, such as 529 plans for funding education, that don't qualify for our normal fee-based investment platforms.
Hansch Financial Group was founded by August C. "Gus" Hansch (an advisor considered to be one of the founding fathers of financial planning) and Walter R. Hansch. Those men were the uncle and father of David and John Hansch. Having grown up with a father and uncle in the business, David and John have long seen the benefits of financial planning and strategically managing wealth.
At Hansch Financial Group, we believe that money - and strictly focusing on numbers - shouldn't be the focus of your financial plan. Instead, your plan should start and end with your values and what is most important to you in life. Money isn't the focus - it's what your wealth provides you and how you wish to use it.
As Values-Based Financial Planners, the most significant questions are not about numbers but rather about what's important to you. We believe the most critical question is: "What's important about money to you?" Our job is to help you develop a plan to move you from where you are today to where you want to be for the reasons important to you.
As an independent firm, we have no quotas to meet. Instead, we offer objective advice, researched recommendations, and customized strategies. Our virtual team includes specialists in investments, taxation, and insurance. With diverse experiences, we provide a "financial advisory clinic" aimed to meet the individual needs of each client.
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