The Hansen Group
We’re passionate about building lasting relationships and delivering advice that feels personal, not transactional. Our approach is simple: listen first, plan thoughtfully, and guide you with clarity—so every financial decision feels like a step toward the life you want.
Want to see how we put this into action? Keep scrolling to meet our team and explore the strategies we use to help families and business owners plan with confidence.
Retirement is more than a financial milestone—it's a transition into a new phase of life that deserves a strategy built around your goals, values, and evolving needs. Whether you're approaching retirement or already enjoying it, a personalized plan can help you maintain financial confidence and flexibility for decades to come.
Comprehensive retirement planning includes:
- Income Strategy Development: Evaluate and coordinate income sources such as IRAs, pensions, brokerage accounts, and annuities to support your lifestyle.
- Social Security Optimization: Determine the best timing and strategy to maximize benefits based on your unique situation.
- Tax-Aware Withdrawals: Implement distribution strategies that help reduce tax impact and preserve long-term wealth.
- Investment Management: Align your portfolio with your retirement timeline, balancing growth, income, and risk tolerance.
- Healthcare and Longevity Planning: Prepare for rising healthcare costs, long-term care needs, and the possibility of living longer than expected.
Retirement planning is not a one-time event—it's an ongoing process. As markets shift and life evolves, your strategy should adapt to keep you on track. With the right guidance, you can enjoy retirement with clarity, control, and peace of mind.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
