Live Well. Plan Well. Invest Well.

Retire well

with Jim Hanna

advisor
quote-embelish

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.

Need more info?

ATTEND A LIVE WORKSHOP


Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more.

Upcoming Events:

  • Tue
    28
    Jan
    2020
    Thu
    30
    Jan
    2020

    Taxes in Retirement & SECURE Act Workshop

    6:30 pm

    847 E Hildebrand Ave, San Antonio, TX 78212

    The meeting will be held at  ICC Grossman International Conference Building. The address provided will lead you straight to the ICC building.

  • Thu
    06
    Feb
    2020
    Wed
    12
    Feb
    2020

    Taxes in Retirement & SECURE Act Workshop

    6:30 pm

    1400 Schertz Parkway, Schertz, TX 78154

          Building 5 in the Bluebonnet Room

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

Find out more

book

download a copy of our book:

Your Path to

FINANCIAL WELLNESS

A step by step guide to setting goals, making a plan and feeling good about your future.