Hansen's Advisory Services Email Format
Investment ManagementNew York, United States0-1 Employees
Hansen's Advisory Services' Focused Holistic Approach™ & socially responsible investing strategies help people to reap strong return on investment while also achieving a beneficial impact on our world. We're well suited to the person who says to themselves, "Why would I want to invest just to enrich myself, when I can invest to enrich myself AND make the world a better place, at the same time?" The Focused Holistic Approach™is a unique process developed by Sue Hansen, founder of our company. The process facilitates your evaluating your life and financial goals to help you improve the quality of your life, protect and empower your family, and achieve your goals. When you have worked through The Focused Holistic Approach™ you will: - Have effectively communicated your goals to your advisors and loved ones - Know how much money you have and where and how it is allocated - Be managing your debt and properly tracking your monthly spending - Understand your retirement income needs and have a plan for growing your savings - Have organized and completed legal documents - Have increased knowledge to make better decisions with confidence - Feel satisfied with your progress, confident about your future, and gratified that your investments match your aspirations and values. You'll take pleasure in knowing that your money is doing positive things for the world outside of your defined family. Securities are offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Hansen’s Advisory Services, Inc. and Cadaret, Grant & Co., Inc. are separate entities.