The First Step

The investment consulting process for Hancock & Associates is anchored in a single theme: "helping clients achieve all that is important to them financially." The first step we take with our clients is to build a solid financial plan designed to help meet specific, practical goals. From 401(k) programs to retirement planning to a vacation home, we develop a step-by-step process to help clients reach each financial objective.

Once a formal plan is in place, Hancock & Associates’ representatives, through their affiliation with GWN Securities, Inc. analyze a variety of financial vehicles to help determine the best fit for each client. Their platform of investment capability contains institutional firms with cutting-edge investment technology. This includes a wide array of mutual funds, privately managed accounts, exchange-traded funds, and variable annuity solutions.

Hancock & Associates view every relationship with our clients as a partnership. After your financial plan is implemented, our representatives  will meet with you regularly to make any necessary adjustments based on changing needs. Your financial strategy will receive consistent supervision and monitoring to help ensure that it meets your objectives. This partnership is vital to the long-term success of your financial plan.

Through more than 27 years of experience, Hancock & Associates is prepared to apply their knowledge to help meet your financial needs. We have helped thousands of individuals and companies develop and execute financial plans. We thoroughly analyze all aspects of your financial situation and then execute a plan of action to help meet your objectives. For a solid, disciplined approach to investing with unparalleled service, turn to Hancock & Associates.