Brent Hanson
Wealth Planner
805-445-1992
mhanson@osaicwealth.com
We help our clients experience financial peace and a more abundant retirement so they can focus on what matters most.
When I started in this industry, I had no idea that the experience of a family member would impact me so much. A close relative was successful investor with a 7- figure portfolio in stocks. He'd ask me for tips occasionally but I knew nothing about his situation so I'd say: "make sure you're well diversified, and that you always have some safe money." The long and short of it is he didn't. Shortly afterward the first stock market crash hit. He had gone from growing his assets to taking income from them. That requires completely different strategies. He thought he could ride it out because "the market always recovers." Then the second market crash hit and literally wiped him out. He ended up having to work until just before he passed away.
This was the moment that I realized I never wanted this to happen to any of my clients. Whether it's stock market crashes, life's uncertainties, or anything that could put my clients at risk, I don't want them to miss out on the things they put off doing until retirement.
My typical clients wants to:
📦 Reduce income taxes and/or eliminate estate taxes.
📦 Protect their hard-earned money from risks like long-term care, 2008 style market declines, and inflation.
📦 Create more predictable income.
📦 Simplify their financial lives so they can spend more time doing the things they want to do with the people they want to do them with.
The landscape has changed for retirement and the wealthy have an IRS bullseye on them. My clients are tired of putting all of their energy into:
❌ Worring about loose ends in their financial plan or not having a financial plan.
❌ Not knowing if their portfolios will be enough to live their dream retirement.
❌ Removing the taxman in their life now & later.
❌ Trying different investment strategies hoping to get more returns but often exposing themselves to more risks.
Once they have a plan, they are frequently able to:
🎯 Feel at ease that they can weather economic uncertainties.
🎯 Have peace of mind knowing that they are protected from the what-ifs that life presents.
🎯 Be financially confident that they will not outlive their money.
🎯 Enjoy more clarity, and freedom knowing that they are moving toward achieving their goals.
How can I help you and your family have more freedom and less worry and stress over your financial future?
Here’s a link to my calendar:
👉https://calendly.com/mhanson-osaicwealth/chat_with_brent
📱 PHONE/TEXT: 805-445-1992
✉ Email: mhanson@osaicwealth.com