Broker Check

Services

My firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore my website and the wealth of information I offer. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being.

Family and Individuals

Family Protection

Life Insurance

Disability Insurance

Long Term Care Insurance

Retirement

Traditional IRA

Roth IRA

Nonqualified

401K Rollover

D.R.O.P. Rollover

403(b)

College Planning

529 Plans

Coverdell IRA

Business Owners

Health

Major Medical

Telemedicine

Life Ins & AD&D

Disability

Dental

Vision

Voluntary Benefits

Retirement

401K

SIMPLE IRA

Solo 401K

SEP Plans

403(b)

Planning

Business Continuation

Buy/Sell Agreements

Key Person

For more information about my firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you.

david@hancockfinins.com   |  (334) 382-1234