Jon K. Hancock - Financial Planner

I believe everyone deserves financial security to help them live their best possible life.  In order to achieve that, it is necessary to play both offense (investment management) and defense (manage risks to your portfolio - livelihood - and legacy).  Our best-in-class process results in a plan tailored to you that is robust and resilient, and can withstand the events that life can sometimes throw at us.

My focus will be on what is important to you, now and in the future.  I also provide world-class respsonive client service with consistent proactive contact, a clear understanding of how and why you're invested, and transparency with how I am compensated for my services.