HANC Wealth Management, LLC

Peace of Mind
The complexity of today's financial and economic environment makes your goals increasingly difficult to achieve without knowledgeable professional assistance. A trusted advisor can educate you on your options, and equip you with the knowledge to help you to formulate and understand your course of action.

Whether as an individual, family or business, we help you find peace of mind by:

• Educating you about your personal financial situation and potential obstacles
• Helping you clarify your goals and objects
• Reviewing your plan as your needs change over time

A Life-Long Relationship Built On Trust
Our business is all about long-term relationships. We'll work together over your lifetime to help you reach your goals and realize your dreams. Throughout the planning process, we dedicate ourselves to take the time to review options and to make the proper decisions that affect you and your family.

"We'll meet your needs and exceed your expectations."

A Written Financial Plan
At HANC Wealth Management, LLC the foundation of our business philosophy is the development and management of a written financial plan involving the following:

• Establish & Prioritize Your Goals: Determine what's important to you and your family, and where you want to start
• Gather Facts: Determine what you are doing now, and assess its effectiveness
• Analyze Your Needs: Conduct a qualitative and quantitative analysis of your financial information.
• Recommendations & Implementation: Formulate recommendations and options on appropriate financial and insurance products.
• Schedule Review Meetings: Review and update your plan throughout your lifetime, according to your changing needs and desires

Common Questions & Concerns

• Am I saving enough and positioning my assets effectively for each goal?
• Do I have time to research, develop and monitor my own financial plan?
• Have I pursued all the options available to me before making a decision about my financial future?

"If these are some of your concerns, you're not alone."

Personal Needs

• Retirement Planning: How much do I need to save and how can I effectively position my money to maximize my return?
• Tax Planning: How can I minimize my tax burden?
• College Education Planning: How much should I be saving and what investment strategies are available to me?
• Investment Planning: What investment products and investment positioning strategies meet my individual needs and risk tolerance?
• Estate Planning: What exactly is an estate, and why is estate planning important?
• Risk Management: How do I protect my income during a disability and/or provide for my family in the event of my premature death?

Business Needs

• Provide Benefits to Owners/Key Employees: What benefits can you provide to retain key personnel within your organization?
• Develop a Business Continuation Plan: How will you fund the buying or selling of your business in the event that you or your partner dies or becomes disabled?
• Provide Group Employee Benefit Plans: What insurance and retirement benefit plans can I provide for my employees that are competitive, yet not cost prohibitive?

Mission Statement
To develop and maintain long-term client relationships by providing comprehensive financial counsel for individuals, families and businesses thorough a systematic, holistic and interactive needs analysis.

Our Services

• Personal Financial Planning
• Retirement Planning
• Estate Planning
• Education Funding
• Life Insurance
• Disability Income Insurance
• Long Term Care Insurance
• Asset Allocation Analysis
• Securities*
• Individual Retirement Accounts
• Tax-Deferred Annuities
• Executive Compensation Plans
• Business Continuation Planning
• Group Medical, Life, STD & LTD
• Qualified Retirement Plans
• Seminars

*Securities and Investment Advisory services offered through WS Griffith Securities, Inc. member NASD/SIPC. HANC Wealth Management, LLC is separate from WS Griffith Securities, Inc., and is not a broker-dealer