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Hanner Financial Services, Inc.

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Our Services

Investment and Advisory Services

  • Advice Driven Services - fee based

  • Investment Advisory Accounts - internally managed

  • Investment Advisory Accounts - third party money managers

  • Risk Assessments and Beneficiary Reviews

  • Alternative Investments

  • Asset Allocation

  • Retirement Planning and/or Retirement Plan Implementation 401k, Profit Sharing Plans, Defined Benefit Plans, Simple and SEP IRA Plans

  • Personal One on One Insightful answers to your goals and concerns

Wealth Management and Planning Services

  • Business Succession Planning

  • Memory Money Planning (Legacy Planning)

  • Charitable Giving

  • Family Farms

  • Financial Advisor, CPA, Attorney and Pastor coordination

  • Estate Planning

  • Family Wealth Planning

Insurance Services

  • Life, Health, Long Term Care, Medicare, Property and Casualty Insurance Analysis

Life Insurance Strategies

  • Beneficiary Check up

  • Employer Group Medical, Dental, Disability, and Life Products

  • Employer Demographic Evaluations

  • Human Capital Development and Enhancement (Key Man)

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