HAS

Welcome to Hansen's Advisory Services, Inc., home of the Focused Holistic Approach. We offer expertise in Socially Responsible and Sustainable Investing. Fossil Free Portfolios available–match your money to your values!

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Hansen's Advisory Services, Inc.
315-637-5153
315-637-1264 fax

info@hansensadvisory.com
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Hansen’s Advisory Services, Inc.

We strive to meet the needs of all clients through care and concern for their unique circumstances

About

Hand holding tree growing from coins

Hansen’s Advisory Services, Inc. can help you define and meet your financial goals, no matter how lofty or modest they may be. From establishing a retirement plan to defining and planning your financial legacy, Hansen’s Advisory Services, Inc. has the experience and integrity to be your financial partner. We strive to meet the needs of […]

Services

  Through focused holistic planning and sustainable investing, Hansen’s Advisory Services, Inc. strives to meet the needs of all clients through care and concern for the unique circumstances an individual or organization presents. With whatever amount of money you have, you probably want to maximize the growth of that money as much as possible and […]

The Team

Susan Hansen, Registered Principal, CFP, CLU, AIF, AEP, ADPA sue@hansensadvisory.com Susan S. Hansen, a Certified Financial Planner, Accredited Investment Fiduciary, Accredited Estate Planner and Chartered Life Underwriter, Accredited Domestic Partnership Advisor, has been in the financial planning field since 1985. Sue is the owner of Hansen’s 

Videos


HAS Blog

Rolling Over Retirement Accounts

Rolling Over While I do not typically find that I fit the stereotype of the Millennial generation, there is one aspect of it that I identify with. Before I settled into my career as a financial advisor I worked for a few different employers. Each of those companies were great places to work, and I left each one with valuable professional experience. One thing I did not leave with however were my retirement funds. Why That’s Bad It’s an easy thing to put off as a financial advisor. When... 

Divesting From Firearm Companies

  As we try to process the latest mass shooting in our country, with 17 high school students gunned down while attending school, many of us are asking what we can do to take action. I have found myself frustrated with the options available to me. I do the things that I do every time; posting articles to Facebook, calling my elected officials, and supporting new candidates for office that will put forth legislation that could help prevent these atrocities from occurring again in the... 

The Retirement Bucket #FinancialFitness2018 #RetirementPlanning #KatelynIsGoingtoRetireSomeday #TheBucketStrategy

#FinancialFitness2018 continues this week with one of the most important subjects yet. We’ve been going through each bucket in the Bucket Strategy, and we’ve now arrived at the last one; the retirement bucket. While the first two buckets are also very important, it is the retirement bucket that is the most misunderstood, and consequently avoided. There is so much anxiety in this country surrounding retirement, and how best to plan for it. It definitely doesn’t need... 

Check the background of our Broker Dealer on FINRA’s BrokerCheck

Hansen’s Advisory Services is currently licensed in AZ, CA, CO, FL, IL, ME, MA, NJ, NM, NY, NC, OH, PA, RI, SC, VT, VA

Securities are offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Hansen’s Advisory Services, Inc. and Cadaret, Grant & Co., Inc. are separate entities.

Site Credits

Website by Lisa Goodlin Design

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