Broker Check

David A. Hanson
Carl F. Hanson, CFP®

South Portland: (207) 761-4733
Toll Free: (800) 640-8787
Augusta: (207) 623-8421

Our Services

COMPREHENSIVE & TAILORED FINANCIAL PLANNING: We will design a comprehensive financial plan that evaluates your current financial situation by analyzing your income and expenditures to identify how you will pay the bills each month, save for retirement, and attain your financial goals. We provide regular reviews and modifications, assuring that your plan is current and dynamic. Please see our tailored financial planning page if you would like to focus in one area of a financial plan.

Through your comprehensive financial plan or a more focuded tailored financial plan, you’ll be equipped with the proper resources to identify your financial goals and help you on your path toward achieving those goals.

INVESTMENTS: Our investment allocation and financial planning strategies are used once we have determined your objectives. From focused goals such as sending your children to college, preparing for retirement or passing wealth to the next generation, we will customize a plan that is right for you using the below investment vehicle's:

  • Bonds
  • Common Stock
  • Brokerage and Advisory Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Annuity's
  • Mutual Funds
  • ETF's

RETIREMENT PLANNING: We work with individuals, small businesses, nonprofits, public schools, municipalities, and state employees. Each client that works with us receives a needs assessment, analysis of their existing plan in place, cost savings recommendations, ongoing plan and participant services, education, and communication.

  • Traditional IRA
  • Roth IRA
  • Sep IRA
  • Simple IRA
  • 401(k) Planning
  • 403(b) Planning
  • 457 Deferred Comp Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

INSURANCE: We help you identify any risks which could tremendously impair your financial situation. While it’s important to focus on what may go right with your situation, it’s also crucial to consider how you may be negatively impacted without protections in place. Part of that process is to design a life-long plan which may include life insurance, long-term care insurance or disability insurance.

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance