Jack Hansen
Your financial life is more than numbers—it’s a reflection of your goals, values, and the legacy you want to leave behind. Whether you're preparing for retirement, planning the future of your business, or thinking about how to pass on your wealth, a thoughtful strategy can help you move forward with clarity and confidence.
Retirement Planning
Retirement is a major life transition, and your plan should evolve with it. From coordinating income sources and optimizing Social Security to managing investment risk and planning for healthcare, a well-structured retirement strategy helps ensure your lifestyle is supported for decades to come. Tax-aware withdrawal strategies and ongoing portfolio adjustments keep your plan aligned with changing markets and personal needs.
Business Succession
For business owners, succession planning is essential to preserving the value of what you've built. Whether you're preparing for a sale, recapitalization, or generational transfer, strategic guidance can help maximize outcomes and minimize disruption. Through specialized partnerships, you can access tailored investment banking support, valuation insights, and capital-raising solutions—all designed to help you exit on your terms and protect your family’s financial future.
Legacy Planning
Legacy planning is about more than transferring wealth—it’s about creating impact. From trust design and estate tax mitigation to charitable giving and specialty asset management, your plan should reflect your values and protect future generations. Whether you're managing complex assets or establishing a philanthropic vision, the right structure can simplify administration and ensure your wishes are honored.
Jack embarked on his financial career journey at Merrill in 2020 as an intern. Through the Advisor Development Program, he held roles such as Relationship Manager and Financial Solutions Advisor. This path led him to join the Hansen Group as a Team Financial Advisor, and along the way, he earned his CERTIFIED FINANCIAL PLANNER® certification. Jack's commitment to excellence and client success defines his ongoing journey in the dynamic world of wealth management. Growing up in Wisconsin some of his favorite hobbies are skiing, spending time on the lake, and cheering on the Green Bay Packers. He then went on to enjoy his college years at Texas State University earning a finance degree. Now living in Houston he loves going to all the sporting events, making trips down to Galveston, and being outside enjoying the weather whenever he can. Also, in the past he has completed three marathons and looking to do another one in the future!
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.
