Financial Planning

Whether you are in the wealth creation, wealth preservation or wealth transfer stage, John A. Hand III Wealth Advisors, LLC will create the right plan for you.  Overall, we analyze your budgeting & current cash flow, retirement planning, education funding, insurance needs, tax planning, estate planning, long-term care planning and distribution strategy depending on what wealth phase you are in.  We strive to create a comprehensive plan that can also include business planning, trusts and charitable planning.

We spend considerable time reviewing your current situation and what it will take for you to achieve your goals.  We put together an action plan that you will need to follow in order to give yourself the best chance for success so you can continue to live life the way you want to live.

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John A. Hand III Wealth Advisors, LLC may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. *This site and the content herein are subject to certain Legal Notices. Please see "Legal/Privacy Important Disclosures.