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The Millennial’s Guide to Retirement Planning
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Jackson M. Hanna
Financial Advisor
Helping My Clients Become Financially Free
Financial freedom means something different to everyone. When working with me, it starts with your goals and objectives. My clients are so vastly different in their current financial picture that it would be impossible to help everyone with the same solutions. My process begins with what is important to you. We will begin our relationship by learning about you. What is your why? What makes all the hard work you do worth it? At that point, if it makes sense to do so, my team and I would create an analysis of your current financial path and if/how we could be a potential resource for you and your loved ones. The relationships I build with my clients is a long-term, professional relationship. That, in my opinion, is the only way to actually be a full planner and help my clients become financial free.
The Financial Plan
I will guide you through each step so you feel confident that you can achieve the goals we are striving for. See how we'll get it done below:
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Areas of Expertise
Financial planning can mean a variety of things. Even within Northwestern Mutual, advisors focus on different areas of planning. Below are a few areas of my specific expertise.
Financial Planning
Business Planning
Estate Planning
Tax-Efficient Strategies
Investment Planning & Strategies
Insurance Protection Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
Your Dedicated Financial Planning Team
All of us play a different role in the planning process, but work together seamlessly to provide exceptional service to all of our clients. Not enough people get the quality planning they deserve when it comes to their financial plan. That's why our goal is to give you the professional help and attention you deserve!
Kaitlyn Meyerson
Sales Execution Team
Stephen Charles Kennedy
J.D.
Investment Operations
Debbie A Krudis
Office Manager