About Hanser Financial

Creative Solutions. Expert Advice.

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Ultra-High net worth individuals and business owners require advanced financial strategies – but they are often unaware of what options are available to them. Opportunities to improve their financial position during their lifetime, and to protect their legacy, are left untouched. Hanser Financial applies an uncommon degree of depth and rigour with their Clients in order to uncover the vulnerabilities in their financial plans. They test and implement creative strategies to use traditional products in untraditional ways that Clients may never have considered. These strategies can diversify Clients’ assets, preserve capital, provide tax efficiencies, find returns in low-risk environments, create liquidity and ensure all their Clients’ needs are met. The depth of understanding of their Clients' state of affairs allows Hanser Financial to be a guide through any unexpected events in life – financial, family, health-related, and even social. As a result, Clients protect what they have built and have Hanser Financial at their side for any and all decisions.

Hanser Financial is a professional insurance agency and financial planning firm with more than 25 years of experience. We specialize in providing creative and custom designed insurance and investment solutions for successful, high & ultra high net worth individuals, as well as professionals and business owners. Through our proven track record of achieving excellent results for our clients, Hanser Financial has become a top firm for leading accounting and legal firms to refer to for insightful advice and analysis.

The Hanser Financial team also includes a vast network of industry resources, including lawyers, accountants, underwriting consultants and actuaries, who we work with to ensure clients receive the best products, services and expert advice for their unique needs. Our firm is led by founder and president, Jon Hanser.

Core Client Types

  • Entrepreneurs
  • Small/medium sized family business
  • Executives of public companies
  • Self employed business owners
  • Large family owned businesses
  • Large privately held corporations