As a client of Adams-Hansen & Associates you require and should expect effective wealth planning and management strategies to help achieve your very specific needs and objectives. We have no minimum client size, you qualify for the best services we can provide. Adams-Hansen & Associates cannot serve everyone, of course, but we have professionals that can serve people wherever they are in the wealth building process. Once we have gone through the initial learning process, we are able to create effective plans intended (but not guaranteed) to create, protect, and preserve your assets. Those who seem to benefit the most include: Retirees or Near Retirees, Successful Professionals, High Net Worth Individuals, Inheritors or Managers of Family Wealth, and Business Owners.
Each individual client is unique, but our services often involve Income Planning, Estate Planning, Charitable Planning, Insurance Planning, and Professional Asset Management.