I’m Alan Hensley
Wealth Advisor, CFP®
Partnering with you to plan for your goals.
Planning with your goals in mind
We work hard to understand who you are and what you want to accomplish, both personally and professionally, so we can best support you and your family in achieving your goals.
We're more than just investments
Together, we’ll implement a customized plan for all areas of your financial life: Investments, taxes, estate planning, insurance, charitable giving, and more.
Providing peace of mind throughout your financial life.
When I was young, my dad was diagnosed with cancer and my family needed to make a lot of big decisions. I listened as my parents tried to figure out what to do with a 401(k), and I couldn’t understand why this was such a source of stress. Watching them deal with the complexities of figuring out the best course of action, I realized how important it is to have a knowledgeable and trustworthy resource to assist in decision making. Now I work with clients to help them reduce stress by defining and planning for their financial goals.
What is most important to you about money?
What worries keep you up at night?
Do you have a plan for your Social Security benefits?
Simplify
Streamlining your accounts and getting organized can help ensure you’re on track toward your goals.
Educate
I’ll help you confidently make decisions about complex financial tools like Social Security, 401(k)s, pensions and Medicare.
Advocate
My fiduciary responsibility means we’ll always be working toward the same goals: Yours.
Reduce Stress
We’ll work together to alleviate your worries so you can spend more time on other areas of life.
About Me
I’m a CERTIFIED FINANCIAL PLANNER,™ with a bachelor’s degree in Economics from the University of Washington. I love coming to work every day because it’s my job to help successful people create a financial plan, so they can find more time to enjoy life. Taking the responsibility of retirement planning off my clients’ shoulders is something I take very seriously.
I am originally from Puyallup, Washington and am proud to call the Pacific Northwest home. In my free time, I enjoy hiking, skiing and spending time with my wife and daughters.
What is wealth management?
Wealth management is a comprehensive approach to financial planning. It covers all areas of your financial life, making wise use of your assets to help you in achieving your goals and living life to the fullest. Do you want to spend more time doing the things you love and worry less about your finances?
Then wealth management is for you!
Wealth Enhancement - make your assets work for you
- Minimizing taxes – now vs future?
- Managing appropriate cash reserves
- Should you pay off your mortgage early?
- How can you get the most out of Social Security?
- Evaluate your options for college savings
Wealth Preservation - strategies to help reduce risk
- Diversification
- Asset allocation and rebalancing
- Trend following
- Stock option planning
- What to do with concentrated stock positions?
Wealth Protection - proper coverage is key
- Disability or Long-Term-Care insurance planning
- Is umbrella insurance right for you?
- What type of life insurance makes the most sense?
- What level of homeowner’s coverage is appropriate?
- Is your rental property adequately protected?
Wealth Transfer - leaving a lasting legacy for your heirs
- How can you leave the most behind to your heirs without sacrificing too much now?
- Are your assets correctly titled so they’ll pass on in the way you intend?
- Are your healthcare directives and letters of instruction in place?
- Does a trust make sense for you? Which kind?
Charitable Giving - make the most of your contributions
- What charities are important to you?
- How can you make the most of your gifts to charity?
- Is a charitable trust right for you?
Plan with intention,
not by default.
Online Blog Resources
Let’s Talk About Living with Student Loans
With a lot of chatter in the news about student loans, the questions you should be asking yourself are how do you save for the future, pay down your debt, and live fully?
Spring Document Cleaning
It’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.
To Exercise or Not to Exercise: What to Do When You Have Options in a Private Company
If you’ve been granted options in a private company, you may be asking yourself, “Is the potential reward of exercising my options worth the risk?”
