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How does the advisor help clients – Key Takeaways:
James P. Hanson Accountancy Corporation provides professional and expert financial services to its clients. With over 20 years of experience in the industry, the firm has established a strong reputation for helping clients achieve their financial goals. Here are some key takeaways on how this advisor helps clients:
- Offers a variety of financial services, tailored to the specific needs of each client
- Provides unbiased and objective advice, without any conflicts of interest
- Utilizes advanced technology and analytics to ensure efficient and accurate financial planning
- Continually monitors and adjusts strategies to adapt to changing market conditions
- Customizes solutions to fit the unique goals, risk tolerance and preferences of each client
Facts and Insights
James P. Hanson Accountancy Corporation has been in business since 2000 and currently manages over $100 million in assets. The firm has a team of experienced professionals, including Certified Public Accountants (CPAs) and Certified Financial Planners (CFPs), who are dedicated to providing top-notch financial services to their clients. With a commitment to ongoing education and training, the team stays up-to-date on the latest industry trends and best practices to better serve their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100,000,000+ | 6+ | 20+ years |
Financial Services Offered
James P. Hanson Accountancy Corporation offers a wide range of financial services to its clients, including but not limited to:
- Financial planning
- Tax planning and preparation
- Retirement planning
- Estate planning
- Investment management
- Insurance planning
Client Types
The firm works with a diverse clientele, including individuals, families, small business owners, and high net worth individuals. Each client is treated with the same level of dedication and attention, regardless of their assets or net worth. The firm’s services are customized to fit the unique needs and goals of each client.
Fees & Compensation
James P. Hanson Accountancy Corporation operates on a fee-only model, which means that they do not receive any commissions or bonuses from the sale of financial products. This eliminates any potential conflicts of interest and ensures that the firm’s recommendations are solely based on the client’s best interest. Fees are calculated based on a percentage of assets under management, ensuring that the firm’s interests are aligned with those of their clients.
Background
James P. Hanson, the founder and President of James P. Hanson Accountancy Corporation, has over 25 years of experience in the financial industry. He is a CPA and a CFP, and he holds a Master’s degree in Taxation. Throughout his career, he has helped numerous clients achieve their financial goals and has built a solid reputation for his expertise, professionalism, and dedication to his clients.
Financial Advisor Disclosures to Know
When working with a financial advisor, clients should be aware of any potential conflicts of interest or past disciplinary actions. James P. Hanson Accountancy Corporation has a clean record with no disclosures or disciplinary actions, ensuring that clients can trust their advice and services.
In conclusion, James P. Hanson Accountancy Corporation is a reputable and experienced financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a team of knowledgeable and dedicated professionals, the firm provides customized solutions and unbiased advice to its diverse clientele. With a strong commitment to ongoing education and a fee-only model, the firm continues to serve its clients with integrity and transparency.