Byron W. Hancock, CFP®, AIF®

CONNECT

Address:

143 East Napa Street
Sonoma, CA 95476

Phone:

(707) 996-8100, (800) 522-9766

Fax/Other:

(877) 268-9344

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Financial Planning | Individuals

  • Financial Planning (through LPL Financial)
  • College Planning
  • Retirement Planning
  • Estate Planning

Investment Services | Individuals

  • 401(k) Rollovers
  • IRA Transfers
  • Traditional IRA
  • Roth IRA
  • SEP-IRA
  • 529 College Plans
  • Fee-based Asset Management (through LPL Financial)
  • Managed Accounts
  • Brokerage Accounts
  • Common Stock
  • Mutual Funds
  • Real Estate Investment Trusts
  • Variable Annuities
  • Structured Products

Insurance Services | Individuals

  • Term Life Insurance
  • Permanent Life Insurance
  • Fixed Life Insurance
  • Variable Life Insurance

Financial Planning & Insurance Services | Business Owners

  • Funding the Partnership Agreement
  • Buy/Sell Life Insurance
  • Disability Buyout
  • Disability Overhead