Request a no-obligation meeting today to discuss your financial future and the possible role of investment and insurance products in your financial strategy.
Call Us Call Us

Here’s our story. We look forward to hearing yours.

Retire With Jim Hanna

Retire with Jim Hanna is a financial services company serving San Antonio and its surrounding communities. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. Our mission is to provide families and businesses with financial clarity, customized strategies and solutions not just to help them retire, but to improve the quality of their lives. Our services include retirement income strategies, wealth management, life insurance, asset protection and tax reduction strategies.

Jim Hanna is the CEO and founder of Retire with Jim Hanna Wealth Advisors. He has 34 years' experience in the insurance and annuity industry and has been featured on 550 KSTA radio. Jim holds his general lines agent insurance license and is an Investment Adviser Representative in the state of Texas.

Jim lives in Pipe Creek, Texas, with his wife, Barbie; and their two dogs, Carly, a black lab; and Jack, a yellow lab. Outside of the office, Jim enjoys deep-sea fishing, participating in wildlife preservation and is a board member of a non-profit animal rescue mission focusing on military service dogs.

To schedule a time to discuss your financial future and the possible role of insurance and investment products in your financial strategy, contact Jim at info@retirewithjimhanna.com or call us at 210.641.5000 today!



 

Your Portfolio Stress Test

Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.

  • 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

    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.

    AW06161031