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
    10
    Oct
    2017

    Taxes in Retirement

    6:30 - 8:30 p.m.Kirby's Steakhouse 123 Loop 1604 NE, San Antonio, TX 78232

    Join retirement advisor Jim Hanna as he shares many of the techniques and┬ástrategies he utilizes to help clients work toward capital preserv …

  • Thu
    12
    Oct
    2017

    Taxes in Retirement

    6:30 - 8:30 p.m.Kirby's Steakhouse 123 Loop 1604 NE, San Antonio, TX 78232

    Join retirement advisor Jim Hanna as he shares many of the techniques and┬ástrategies he utilizes to help clients work toward capital preserv …

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.