We have exciting news!
To help support and grow our practice, we have decided to affiliate with a new firm, Vanderbilt Financial Group (“VFG”). VFG and its affiliates share our values in the field of Socially Responsible Investing—also called Impact Investing and Sustainable Investing.
We are looking forward to the research, technological efficiencies, and collaboration that will be available with this change.
This is a momentous undertaking for us and will require a bit of paperwork signing for you. However, we truly believe it will be an improvement for you as well as for our business.
Your relationship is with us and will stay that way. Your investments will remain as they are. If you have accounts held directly for example with Calvert, American Funds, or Invesco they will remain there. If your accounts are with Schwab or Pershing, the custodian or the names on your statements will become Vanderbilt Securities, LLC, an account carried with National Financial Services (Fidelity), but the investments will not change. You will have to complete some paperwork to authorize this change and we will be here to help you through the process. We view this as a unique opportunity to reconnect with you and make sure your information is up to date. It is a perfect time for you to inform us of any new circumstances or life changes. We believe that our affiliation with VFG will improve our ability to serve you in many ways.
You will soon be receiving more details on what you will need to do to facilitate this change. It will be more efficient if we have your current email and mobile phone. Most account types can be received, completed, and signed with pre-filled forms electronically. Please let us know if you have updated emails or mobile phone information.
Thank you for accompanying us on Hansen’s Advisory Services evolving voyage to where we are now; some of you have been on this journey with us since our early days, and some of you joined along the way. We express our gratitude for your trust in our philosophy, our wisdom, and our commitment to function in your best interests while we assist you in the pursuit of your financial goals!