At Hansen's Advisory Services, we begin each new client relationship with a holistic planning process that helps uncover financial needs, clarify goals, and build tailored strategies that reflect each client’s values and vision.

Budget & Goal Setting

Whether you're just starting out or preparing for retirement, we help create meaningful budgets by analyzing income and expenses, identifying savings opportunities, and aligning spending habits with life goals.

Managing Debt

From student loans to credit card balances, we offer personalized strategies to structure repayment plans, reduce financial stress, and avoid future debt. When needed, we may also refer clients to credit unions or debt counselors.

Retirement Planning

We assist clients in defining retirement objectives, evaluating current savings and contributions, and identifying income sources such as pensions and Social Security. Our process focuses on balancing retirement age, income targets, and savings strategies to build a plan that’s both achievable and aligned with your future lifestyle.

Estate Planning

Estate planning isn't just for the wealthy - it’s essential for many families and individuals. We work with your attorney to develop appropriate solutions, ranging from basic documents like wills and healthcare proxies to more complex needs involving trusts, charitable giving, and long-term care.

College Planning

Whether saving for a child or grandchild's education, we compare different vehicles - such as UGMA/UTMA accounts or 529 plans - to determine the best option. We help calculate funding goals or determine how current contributions will support future tuition needs.

Special Needs Planning

For clients or families managing a disability, we help coordinate legal and financial strategies to protect benefits and preserve assets, often in partnership with attorneys through the use of special needs trusts.

As an added value to our current investment clients, Hansen's Advisory Services offers reliable preparation and electronic filing of federal and state tax returns. Our experienced tax professionals use professional, up-to-date software to handle everything from simple to complex filings.

Minimum Service Fee

Federal Form 1040 + NYS Form IT-201: $350
Additional charges apply for time and complexity involving Schedule C, D, E, or other schedules.

For Clients Currently Using Our Tax Services

For clients who want their investments to reflect their personal values, we offer a values-aligned direct indexing approach through our partnership with First Affirmative Financial Network and its Values-Aligned Direct Index Solution (VADIS). This approach allows us to build a highly personalized, tax-managed portfolio around the causes, issues, and priorities that matter most to each client — while still working toward their financial goals.

Discovering Your Values

We begin by using a values questionnaire to help identify the issues and priorities most important to each client. From there, we discuss which companies, sectors, or practices a client may want to include or exclude from their portfolio.

Two Ways We Can Build Your Portfolio

Depending on a client's preferences, we can implement a values-aligned portfolio in different ways:

• Pre-built portfolios reflecting common value sets, for clients who want an efficient starting point
• Fully customized portfolios, built around a client's specific inclusions and exclusions, for clients who want the most personalized approach

Tax-Efficient Management

For taxable accounts, this approach can incorporate tax-loss harvesting and other tax-efficient strategies as part of the ongoing portfolio management process.

Active Ownership

Beyond stock selection, this approach includes proxy voting and shareholder advocacy aligned with a client's values, giving their investments a voice on issues that matter to them.

Ongoing Reporting

Clients receive regular reporting comparing their portfolio's performance to a relevant benchmark, along with reporting on how their portfolio aligns with the values they've identified.