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Pre-Retirement Planning

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Embarking on Your Next Great Adventure with Confidence

As you approach retirement, you're not just turning a page; you're beginning a new chapter filled with opportunities, dreams, and yes, some uncertainties. 

At Hanke &. Co. Wealth Management, we understand that the journey to retirement is as personal as your fingerprint. That’s why our pre-retirement planning isn’t just about numbers and forecasts; it’s about you—your dreams, your worries, and your aspirations.

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Why Plan Your Retirement With Us?

Every individual has a unique vision for their retirement, and our role is to help you paint that picture with clarity and confidence. We don’t just plan; we listen. We understand that discussing retirement can bring a mix of emotions and questions. Will I have enough? What will I do? Am I prepared? Here, you'll find a safe space to explore these questions together.

Our Approach

1. Holistic Financial Health Check

We look beyond your savings and investments to consider all aspects of your life that money touches. Our comprehensive health check ensures no stone is left unturned.

2. Lifestyle Planning

Retirement is about more than just finances—it's about living. We’ll help you align your financial resources with the lifestyle you envision, from travel and hobbies to family time and personal development.

3. Ongoing Support and Adaptation

As your life evolves, so should your plan. We’re here to adjust and adapt your strategy, ensuring you feel confident and secure at every life turn.

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Client Stories

Real Dreams, Real Plans, Real Peace of Mind

Discover how we’ve guided others like you through their pre-retirement planning with success stories and testimonials.

Let's Talk About Your Retirement Dreams

Ready to explore what your retirement could look like? Let’s have a conversation. We’re here to listen, support, and guide you through every decision—big and small. Schedule a consultation today, and let’s start this journey together.

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177 Post Street, Suite 800
San Francisco, CA 94108

Office (415) 781-6300

Fax (415) 781-6301

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