Services

At Hanvanich Financial LLC, we offer a variety of financial planning and investment advisory services.  You can choose a service or combination of services.  The services offered include, but are not limited to: 

• Retirement planning
• College funding
  
• Insurance needs analysis
  
• Investment planning
  
• Financial jumpstart plan / Financial checkup
  
• Portfolio analysis and review (including but not limited to 401(k), 403(b), and TSP plans)
  
• Tax-reduction strategies and tax planning
  
• Cash flow analysis
  
• Customized planning for life status change (such as marriage, illness, loss of family member)
  

You may also choose to implement the plan recommendations on your own, or we can assist you with implementation on a project-based basis.  There is no minimum investment or long term financial planning contract requirement.  You pay by the project for the advice that is customized to meet you need.  Our fee-only approach allows us to serve you without compromise.  All of our compensation comes directly from clients in the form of consultation fees for the investment advisory and financial planning services that we provide. We do not sell any products or earn any commissions, nor do we benefit from recommending any particular course of action.  This business structure minimizes conflicts of interest and allows us to remain focused on your true needs.
 
We offer a complimentary, no-obligation initial meeting.  You can choose if you would like to conduct this meeting in person or over the phone.  During this meeting, you can decide which services you require and receive an estimate of fees for the chosen services.  Please call 937-478-6957 today or use this website's contact page to schedule the complimentary initial meeting.