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My Approach
Meet n Greet via Zoom What's Important to You About Money? Curated Models-based Asset Management Talk to me when you are contemplating or have experienced a • Marriage/union • Divorce • Job change • Business sale • Retirement • Move to another house • Move from their primary residence to a senior living environment • Death of a loved one, inheriting legacy money & realize you need a partner.
The Clients I Serve
LGBTQ+, Pre-Retiree, Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We will collaborate to • Make smart decisions about your serious money • Mitigate your income taxes • Take care of your heirs • Magnify your charitable impact when that becomes important
Disclosures
Byron Hancock is an LPL Registered Principal with, and securities offered through LPL Financial, Member FINRA/SIPC.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.