Hi there, I’m Chris Hansen.
Founder & CEO
I founded the company in 1991. I enjoy helping retirees navigate tax planning, investing, risk management, and cash flow management to achieve their financial goals.
Backstory
As a new engineer with Procter & Gamble, I was handed a small binder and a stack of forms and told: “Pick your benefits.” I had no idea how to decide which health plan to choose, if the supplemental disability was worth it, or if I should put money into a flexible spending account. At the time there was no 401(k) plan so at least I didn’t need to make any investment decisions. If I asked the HR department for direction, the answer I got was “We’re not allowed to give you advice. We can’t influence your selections”.
Being a typical engineer, I decided I’d better do some research. What I found was a real passion for personal finance.
Over the next few years, I read every book I could find on the subject. I shared my enthusiasm with other employees and was eventually was asked to manage finances for people.
In 1991, I started a Fee-only financial advisory firm as an alternative to the commission based money managers who dominated the Cincinnati area. For the past 33 years, I’ve been helping people like you navigate your financial journey thru retirement.
I am a Fee-Only Planner, which means I don’t sell any products. The only thing I sell is advice. I proudly act as a fiduciary on my clients’ behalf. This means that I have a legal obligation to put my clients’ interests before my own.
If you have a specific question, please feel free to drop me a line anytime at [email protected].
