Verified recordFinancial Services

Robert Hanson

Sr Financial Advisor at Vermillion Financial Advisors

Based in Palatine, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Palatine

Industry

Financial Services

Company size

17

Contact information

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Email

1 credit

r•••••••@vermillionfinancial.com

Phone

5 credits

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Background

About Robert Hanson

Licensed CFP since 1994. Master of Science Financial Services. Goal is to continue to work with wonderful people that have sincere desire for their needs to be met in a comprehensive approach addressing their financial planning needs. Specialties: Comprehensive planning for individuals between the ages of 50-70. Company retirement rollovers (401k and pensions). Exchange Traded Funds (ETF's), Open and closed end mutual funds. Design and implementation of portfolios for retirement and other goals, Income tax reduction strategies, Education Planning, Plan transition of retirement or selling business to that of fulfilling retirement lifestyle. Negotiating major purchases and business planning.

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