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Hanvanich Financial LLC

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Hanvanich Financial LLC

Overview:

You can choose a service or combination of services that will fit your personal needs. The services offered include:

   * Retirement planning
   * College funding
   * Insurance needs analysis
   * Investments / Investment Management
   * Financial jumpstart plan / Financial checkup
   * Portfolio analysis and review (including but not limited to 401(k), 403(b) and TSP plans)
   * Tax-reduction strategies and tax planning
   * Estate planning
   * Customized Planning for life status change (such as marriage, illness, loss of family member)
   * Cash flow analysis

You may also choose to implement the plan recommendations on your own or Som can assist you with implementation on an hourly or ongoing basis.

Som offers a complimentary, no-obligation initial meeting. You can choose if you would like to conduct this meeting in person or over the phone. During this meeting, you can decide which services you require and receive an estimate of fees for the chosen services.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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