Bryan Cogliano and Frank Hanna employ a holistic approach to financial planning recognizing that each client's planning process is deeply personal and needs to adapt as their goals change. We've created a group and process that holds client service and ethics to the highest of standards to create a relationship built on mutual respect, understanding, and trust throughout the journey.
With a primary focus on comprehensive financial planning, we separate ourselves from our competitors in the areas of estate planning, tax minimization strategies, business succession design and wealth/risk management. As professionals dedicated to helping you build and preserve prosperity, we offer prudent judgement and recommendations based on research, fundamental analysis and years of experience.
With a primary focus on comprehensive financial planning, we separate ourselves from our competitors in the areas of estate planning, tax minimization strategies, business succession design and wealth/risk management. As professionals dedicated to helping you build and preserve prosperity, we offer prudent judgement and recommendations based on research, fundamental analysis and years of experience.
Services
As financial planners, we deliver highly customized service that focuses our expertise on each client's unique set of needs, priorities, and objectives. Our goal is to help you gain a sense of security by adding value to your lives and your legacy through conscientious stewardship. We understand how important our work is and we consider your trust a great privilege.
Frank B. Hanna, Jr., ChFC(R), Private Wealth Advisor, is a leading specialist in Estate Planning, Business Succession Planning, and Wealth Management for a select group of individuals, executives, and privately held business owners. Frank spent 15+ years within the restaurant/hospitality industry operating several of his family's restaurants and bars in the Fenwick Island, Delaware, Ocean City and Salisbury, Maryland area.
We understand the heavy burden of entrusting the wealth you have accumulated to others and the desire to protect and grow that wealth for yourself and future generations. Working collaboratively with your existing, trusted professional advisors, our teams of experienced investment and financial planners provide a time-tested approach to developing and implementing a comprehensive, personalized financial plan.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Our core focus is the client and we have the client, and only the client, in mind. Our process is to get to know and understand your needs, wants, and long-term goals. We will assist in helping you develop, implement, and monitor a strategy that is uniquely designed to address your specific situation.
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