Most of my clients are individuals living in the Tucson area. Many of their accounts are Individual Retirement Accounts (IRAs) some also have trusts.
Although small businesses account for a fraction of my current practice, I have established SIMPLE IRAs for small business owners and employees. I have also managed company-sponsored retirement plans like 401(k)’s and 403(b)’s.
Although I’ve had my own firm since 2004, I have been advising people on building and protecting personal wealth since I became licensed to sell securities in 1993. Some of my clients have been with me for two decades.
How do you become a client? The first step is to define what you want from a financial plan.
In order to help you identify your goals, I recommend the four-step Retirement Assessment online tool.
As the name suggests, this tool is geared toward those who are interested in retirement planning. It’s also useful in creating a monetary roadmap toward other financial goals like a year-long sabbatical. Or a trip around the world. Dream a little – or dream big!
Note: If you use the Retirement Assessment tool, I will receive a notification e-mail and will follow up. Completing this assessment does not imply any further obligation on your part. You are free to use your assessment results in any way you’d like.
Want to know more? Here’s how to get in touch:
Street and Mailing Address
Jim Hannley LLC, Member, FINRA
A Registered Investment Advisor
3615 Prince Village Place, Ste. 181
Tucson, Arizona 85719