Tag: Retirement Planning
Blueprint for Wealth (EP 1)

Blueprint for Wealth (EP 1)

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What happens when family values blend with financial planning? 

Explore the family-powered approach to finance with Richard and Andrew Hanson of Generations Wealth Management Group in this insightful episode of “Wealth Legacy Blueprint.” With Richard nearing a half-century in finance, and Andrew having made a significant career change under his father’s guidance, they share how deep family values and bonds influence their professional practice in retirement planning and life insurance.

Key Highlights:

  • Generational Wisdom in Finance: Richard shares his rich finance experience and his role in mentoring Andrew, focusing on a legacy of superior client care
  • From Warehouse to Wealth Management: Andrew describes his journey from manual labor to finance, highlighting key lessons in relationship-building from his father
  • Family-Oriented Client Relationships: The Hansons are dedicated to treating clients as family, offering personal support to set their firm apart
  • Personalized Client Approach: Richard uses his coaching experience to provide tailored financial advice that meets each client’s unique needs
  • The Power of Deep Relationships: The Hansons show how deep, trusting client relationships can transform a transactional business into a lasting partnership
  • And much more!

Connect with Generations Wealth Management Group: 

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