As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
There are many options in financial planning. We are here to reduce the complexity and help you select what will best meet your needs.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
A prudent mix of well-monitored can help you achieve your goals.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Philanthropy allows one to express their deepest values – we’ll help facilitate your wishes.
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
With three decades of experience, Milo F. Hanke, CFP, helps clients build and protect their wealth. His firm’s integrated approach to financial planning promotes prosperity of clients and their loved ones – not simply through the next market cycle – but over generations.
His firm, Hanke & Co. Wealth Management, LLC, is a fee-only Registered Investment Advisor that abides by the fiduciary standard. He delivers investment management and financial planning that encompasses retirement funding, estate planning, tax-avoidance, and gifting strategies.
Located in San Francisco’s financial district, Hanke & Co. includes a full-time paraplanner, and it services client assets of more than $50 million. He provides clients the strengths of large advisory firms, including research, advanced information technology, and regulatory oversight.
He is a member of Northern California Planned Giving Council and the National Association of Eagle Scouts. He is past president of San Francisco Beautiful and serves as a national board member of Scenic America.
Milo first observed the financial world soon after college as a contributing correspondent for Business Week. In 1977, he joined Harvard University as a public relations manager, and later served as an executive with New England Life. Before establishing a financial planning practice in San Francisco, he had been affiliated with Bank of America’s municipal finance division.
Individuals and families who wish to discuss investment or financial planning matters are invited to schedule a complimentary consultation.
Manuel Burkhardt-Apolonio originally joined Hanke & Co. Wealth Management in November of 2010 after five years in client relationship management and business development in the banking industry.
He earned a Bachelor of Science in Business Administration (BSBA) in International Business from the University of San Francisco’s McLaren School of Management in 2007. He became a member of the Northern California Financial Planning Association and obtained his securities registrations Series 7 and 66 in 2015. Manuel completed a Master of Science in Financial Planning at Golden Gate University’s Edward S. Ageno School of Business, and will sit for the Certified Financial Planner (CFP®) exam in 2018.
Manuel spent two years in Munich, Germany as a marketing manager for TEC Leadership Institute, a consulting firm for corporations committed to cross-cultural diversity. He rejoined Hanke & Co. after returning to San Francisco in 2014 to wed husband Christoph Burkhardt underneath the rotunda of San Francisco’s City Hall.
He has been an active member and has served on the board of the Golden Gate Business Association. He has volunteered his time working as an event coordinator and pro bono advisor. Manuel is committed to the proliferation of financial literacy in immigrant and marginalized communities.
Manuel is fluent in German, Tagalog and Ilocano (the main native language of the northern Philippines), and is re-learning Spanish. In his spare time, Manuel loves to travel, cook, garden and watch foreign films.