Hanson Financial Group offers comprehensive financial planning and investment management services with a focus on personal financial planning for retirees, and surviving and divorced partners. We work within our clients’ existing financial plans and work with other professional advisors clients may have to help navigate a clear path for their financial future.
At Hanson Financial Group, we carefully manage the size of our firm to ensure that we remain accessible to each and every client. We strive to be a lifelong preferred advisor by offering sound guidance and a high level of personal service. Our clients view us as a solutions provider, overseeing the many dimensions of their family’s financial affairs. As a result of their confidence in us, Hanson Financial Group was named one of Boston’s 2010 and 2011 FIVE STAR Wealth Managers*, a prestigious honor awarded to less than seven percent of wealth managers in the Boston area.
Hanson Financial Group is affiliated with Baystate Financial Services, one of New England’s oldest and largest privately owned financial services firms. For over a century, Baystate has provided professional asset management, insurance, estate planning, business succession strategies, employee benefits, retirement funding, long-term care insurance and education funding strategies. (www.baystatefinancial.com)
Heidi Hanson, President, Hanson Financial Group, is a CERTIFIED FINANCIAL PLANNERÂ™ practitioner, an Investment Advisor Representative of Baystate Wealth Management, and a Registered Representative of New England Securities. A graduate of Providence College, she holds Series 7, 6, 63 and 65 securities registrations, as well as life and health insurance licenses. Heidi and her family live in Beverly, MA., where she is as member of the Essex County Estate Planning Council, the Financial Planning Association and the Association of Divorce Financial Planners.
Heidi L. Hanson, CFPÂ®
Certified Financial PlannerÂ™
President, Hanson Financial Group
Hanson Financial Group
501 Cabot Street, 2nd Floor, Suite 7
Beverly, MAÂ 01915
978-922-4141, 866-982-4141, fax: 978-922-4220