About
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 sue@hansensadvisory.com Susan S. Hansen, a Certified Financial Planner, Accredited Investment Fiduciary, Accredited Estate Planner and Chartered Life Underwriter, has been in the financial planning field since 1985. Sue is the owner of Hansen’s
HAS Disclaimer
This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof...
HAS Articles
Inherited IRAs ~ Understanding the Rules
You may think when you receive a bequest of an IRA from a parent or a partner it becomes your IRA. It does, in a way. Your name is on the IRA and the money is yours except, the deceased name is also on the IRA. This means you have to follow special rules about taking this money from the IRA . When you are not a spouse (in the eyes of the federal government), the IRA account must be transferred to the same or another investment company titled as above. You have to take the money out...
Gifted Investments ~ Giving Growth
What is the best way to gift for the future while allowing your gift to grow in value on a monetary basis and create growth of confidence for the receiver? Parents could buy long term care insurance to protect their assets from being used for their health care. This would be a gift to themselves allowing them to have a comfortable retirement. The assets could be a gift to children or a favorite charity. This would also be a gift to children who would otherwise have to change their...
Let’s Go Up On the Roof—and Make It Green
Up to now, the green roof movement has been limited to large-scale professional and public buildings. But homeowners can also realize the benefits—water conservation, energy savings, and storm water management. Also known as “Living” Roofs, these environmental enhancements can be done small-scale and low-tech. If you envision a living space over your head, you may want to check out a new book, Small Green Roofs: Low-Tech Options for Greener Living. Its authors Dunnett, Gedge, Little,...