Wealth Management

OUR SERVICE

At Prince Hansen Group, PLLC, we work side-by-side with our clients and tailor our services to fit their specific needs. We combine personal attention and access with the highest levels of technical expertise and specialized knowledge. Timely communication and responsiveness are hallmarks of our client relationships. All of these attributes support our objective of helping you reach your financial goals.

We pursue excellence by staying on top of current developments and technologies. We stay abreast of industry issues and observe the marketplace so we can analyze provide service and advice tailored to your specific needs and goals. We use our experience and resources to develop industry insights and specialized skills that allow us to bring maximum value to your projects. Together all of these factors allow us deliver superior service and act as a trusted business adviser.

A detailed listing of the services we provide is set out below. Take a look at what we have to offer and how we can help you or your business.

Wealth Management

We have strategic alliances with international financial companies to complement the services we provide in financial planning. These alliances give you information and expertise to assist you in charting out a course of action for achieving your personal financial goals and objectives.

  • Investment Review: Through our alliances, we can provide a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships.
  • We can also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.
  • Estate Planning: PHG offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.
  • Retirement Planning: It is never too early to start planning for retirement. If you want to live the same lifestyle– or an even better one–than you do now, you need to start planning for retirement…NOW.
  • We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

Looking for a little information right now? View the latest Tax and Financial News article in our Newsletter.