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Preparing for Retirement

Welcome, I’m Bryan K. Hanner, CFP, ChFC, CLU  a Certified Financial Planner, practitioner in Columbus, IN. We understand that small business owners, employees, and individual investors face unique challenges as they prepare for retirement. Planning for retirement is often misunderstood and underestimated. Current statistics show that few Americans are financially prepared for retirement. With over thirty years of experience representing small business owners, employees, and individuals we understand the peaks and valleys of life. Each life stage presents it's own blessings and hurdles. 

It's been said that luck is where preparation meets opportunity. We would like to help you prepare for your next opportunity.

Our professionals have years of experience in financial planning, investment management, and insurance services. We can help you address your small business needs or your personal financial needs now and for many years to come. We look forward to working with you through all stages of your life, please call 812-372-9402.


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Helpful Content

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.