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  • We help create retirement income strategies for people in or nearing retirement that are designed to give them confidence in their financial future.

    CUSTOM FIT SOLUTIONS

    FINANCIAL SERVICES

    Retire With Jim Hanna Wealth Advisors

    Since 1981, Jim Hanna and his team have been working with friends and neighbors throughout the greater San Antonio area to help them work towards their financial goals through the use of insurance and investment products.

    We are a group of financial professionals rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

    With Retire with Jim Hanna, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced financial professionals are not just knowledgeable about finances, we also understand the importance of priorities, family, and confidence in your financial future.

    Contact us at info@retirewithjimhanna.com or call us at 210.641.5000 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

     


    Jim Hanna and his team are proud sponsors of
    Guide Dogs of Texas

    Our mission is to provide families and businesses with financial clarity, customized strategies and solutions to not just help you retire, but to improve the quality of your life.


    Jim Hanna
    Founder and CEO
    Investment Adviser Representative and Insurance Professional

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs.

    Investment advisory services offered through AE Wealth Management, LLC, an SEC Registered Investment Adviser.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products, and are not offered by AE Wealth Management, LLC. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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