Social Security questions few people think to ask
Social Security is complex thanks to all the multiple claiming options – and this is especially true if you’re married (or have ever been married). Learn what you should keep in mind before filing.
Nearby Meeting Locations: While our office is in Santa Rosa, we have convenient Bay Area meeting locations in Campbell, Fairfield, Petaluma, Pleasanton, Marin, Newark, Redwood City, San Jose, San Mateo, and Walnut Creek.
At the core of everything we do is the desire to help you retire better.
Interested in learning more about us? Listen to Money Matters, our weekly, call-in radio program available via podcast at iTunes or Google Play. Hosted by our founders Scott Hanson and Pat McClain, Money Matters is one of the longest-running financial radio shows in the country.
Located near Highway 12 and the 101, the team at our Santa Rosa office works with you to offer guidance on:
Recipient of Best-In-Class Ethics and Best-In-Class Financial Advisors by NBRI (2019) 1
Barron's Top 50 Independent Advisors in America (2019)4
Financial Times Top 300 Registered Investment Advisors (2019)†
Social Security is complex thanks to all the multiple claiming options – and this is especially true if you’re married (or have ever been married). Learn what you should keep in mind before filing.
Reviewing retirement plan documents at least once a year helps to keep your plan performing at its peak. Here’s why it’s important to review and update plan documents and how we can help you avoid common mistakes and pitfalls.
Retirement is the biggest investment of your life. Are you confident in how you’ll get there? We share the seven key areas you need to address.
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Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.
1The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.
2Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
3As of 08/20, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $9 billion in total assets under management and administration.
4Barron’s 2020 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.
✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.
†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
