Retire With Jim Hanna Wealth Advisors

Retire with Jim Hanna is a financial services company serving San Antonio and the surrounding area, founded by our namesake. Jim Hanna and his team are rooted in the community and have found success by creating close, personal relationships with clients. Our mission is to provide families and businesses with financial clarity, customized strategies and solutions that help them not only retire but improve the quality of their lives.

At Jim Hanna Wealth Advisors, our advisors are fiduciaries who operate under a fee-based platform. We specialize in retirement and income planning for retired individuals and those within five to 10 years from retirement. An advisor operating under the fiduciary standard must present, by law, the "best advice" he/she can give, taking into consideration the needs, wants and objectives of the individual.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets - we'll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

We can help you design an income plan incorporating insurance and investment vehicles to create opportunities for long-term growth as well as guarantee income throughout your retirement. While that's great news, one drawback to a longer life is the greater possibility of outliving your savings. Figuring out the best way to make your savings stretch over the next 25 to 30 years can not only be confusing, it can also be overwhelming.

Generally speaking, the longer you invest the more potential your money has to grow. If you are still trying to recover from losses in recent years and you're looking to get back on track to accumulating wealth, you may want to consider a more aggressive asset allocation with at least a portion of your money.