Here, you'll find information in the form of newsletter articles, calculators, and research reports. As investment professionals located in San Jose, CA, our office personally manages in excess of $300 million in assets (AUM). We offer sound investment advice in building an investment portfolio tailored to each of our clients' needs.
Investments included in these portfolios are stocks, bonds, mutual funds, and tax deferred annuities. The main objective, in building each portfolio, is to create a financial strategy that will address your personal needs and investment objectives. Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
Investments included in these portfolios are stocks, bonds, mutual funds, and tax deferred annuities. The main objective, in building each portfolio, is to create a financial strategy that will address your personal needs and investment objectives. Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
Services
Hansen Wealth Mangement is a privately owned investment advisory firm. We specialize in personal financial planning for a wide range of clients ranging from young families to wealthy business owners and families. HWM has been providing financial guidance for over 20 years, and offers a wide range of services tailored to each client's financial requirements.
Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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R. Smith
Sep 10, 2020
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