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.
Planning for retirement is more than saving—it's about creating a strategy that gives you confidence for decades to come. We help you evaluate income sources, manage risk, and structure investments to support your lifestyle goals. Our approach includes tax-aware strategies, Social Security optimization, and sustainable withdrawal planning, so you can enjoy retirement without worrying about outliving your assets. Whether you're five years away or already retired, we'll help you make informed decisions that adapt as life changes.
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.
