R. Bryan Hankla (CFP®)

R. Bryan Hankla focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

Resource Advisory Services believes that both building and enjoying wealth can be enhanced through comprehensive periodic reporting of total assets, total liabilities and net worth. We provide frequent net worth statements and written reports to discuss changes between reporting dates. This is much more than managing a set of investment accounts or even an overall portfolio. It is comprehensive financial advice. Securities accounts and their return are only part of our interest in client affairs. To understand true progress, our clients should always know how their resources are allocated among things that enhance their current lifestyles and things held for future security and lifestyle. This means keeping a watchful eye on the net amount deposited to or withdrawn from their overall investment portfolio, as well as its return. Total debt as a percentage of total assets is also a reported frequently. This is the other key factor in building stronger net worth statements. Even while clients are working to build a better net worth statement, we believe enjoying the wealth is important. Clearly knowing ones progress helps guide behavior and truly enjoy amenities of life. Our clients should know whether they can really afford the things they want.

Additional Information

I joined Resource Advisory Services in 2004, a year after receiving a Finance Degree from The University of Tennessee-Knoxville. I passed the CFP® comprehensive exam in July 2006 and received that certification after demonstrating three years relevant work experience. 

 

 

NAPFA Start Date

February 15, 2005

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This Office

2095 Lakeside Centre Way Ste 105 Knoxville, TN 37922-6647 Phone: (865) 560-0140 Fax: (865) 560-0150