Chris Hansen (CFP®)

Chris Hansen focuses in the
following client markets or areas of practice:

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice with Ongoing Management

Medical Professionals

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Welcome to the world of tailored financial guidance for physicians. With over three decades of experience in the financial industry, we've dedicated ourselves to understanding and addressing the unique financial needs of physicians like you.

As a seasoned financial planner with a deep understanding of the medical profession, I bring firsthand insight, having family members who are also physicians, including my son. This personal connection enables me to grasp the demands and intricacies of your field like few others can.

Our expertise spans the spectrum of financial concerns you may face, from optimizing taxes and strategic investing to navigating complex student loans and ensuring comprehensive insurance coverage. We can help you craft personalized plans to safeguard your assets and provide for your loved ones, ensuring your financial legacy is secure.

Our approach is built on fostering long-term relationships, understanding your individual circumstances, and developing tailored financial strategies to help you achieve your goals. Whether you're at the beginning of your medical journey, planning for retirement, or facing significant life changes, we're here to provide the guidance and support you need.

With a legacy of serving physicians and their families, we are committed to empowering you to make informed financial decisions that align with your values and aspirations. Reach out today to start the conversation and take control of your financial future.

Additional Information

In 1994, after 10 years, I left Procter & Gamble and started a Fee-Only Financial Planning firm. I recognized that people had planning needs that could be best served through a fiduciary relationship with an capable advisor. In that vein, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation to better meet my client's complex needs.

In 2016, my son graduated from the University of Cincinnati Medical School and headed to Ann Arbor, Michigan to become a Neurologist. I worked with him and his fellow graduates to help solve their unique medical financial related issues. Most of them have substantial student loan debt and are eager to get their lives started but are unsure of how to proceed. Many are planning marriages, having children and buying their first house.

We continually strive to increase our expertise in planning areas that are specific to physicians. Since then, we have grown into one of the premier fee-only planning firms serving physicians throughout the United States.