Hanner Financial Services, Inc.

CONNECT

Address:

4020 25th Street
Suite A
Columbus, IN 47203

Phone:

812-372-9402

Menu of Services

Investment and Advisory Services

  • Advice Driven Services - fee based
  • Investment Advisory Accounts - internally managed
  • Investment Advisory Accounts - third party money managers
  • Risk Assessments and Beneficiary Reviews
  • Alternative Investments
  • Asset Allocation
  • Retirement Planning and/or Retirement Plan Implementation 401k, Profit Sharing Plans, Defined Benefit Plans, Simple and SEP IRA Plans
  • Personal One on One Insightful answers to your goals and concerns

Wealth Management and Planning Services

  • Business Succession Planning
  • Memory Money Planning (Legacy Planning)
  • Charitable Giving
  • Family Farms
  • Financial Advisor, CPA, Attorney and Pastor coordination
  • Estate Planning

Insurance Services

  • Life, Health, Long Term Care, Medicare, Property and Casualty Insurance Analysis

Life Insurance Strategies

  • Beneficiary Check up
  • Employer Group Medical, Dental, Disability, and Life Products
  • Employer Demographic Evaluations
  • Human Capital Development and Enhancement (Key Man)