Byron W. Hancock, CFP®, AIF®
Hancock Partners is independently owned and operated. We are not captive to any one company, product or service. We have no monthly quotas to meet, nor mandatory products to sell. This gives us the latitude to select from whatever insurance plan and investment program is right for YOU. ALWAYS. Service and integrity are embedded within us.
The clients of Hancock Partners are individuals, couples, retirees, as well as the want-to-be-retired, entrepreneurs, and younger parents with growing families—all people who can benefit from seeking qualified advice from an experienced and knowledgeable trusted advisor.
Today’s personal financial landscape is constantly changing. Income tax. Estate tax law. College Funding. Retirement planning. Or College/Retirement at the same time. National health care reform is even challenging the basics of health care as you’ve previously known it. There simply isn’t time for you to be an expert in everything.
With so many decisions required of you in the world of insurance and investments, our clients depend on us to deliver strategies that will meet their precise requirements, and then guide them carefully through the often complex process of implementation that may result in greater financial confidence.
Together with a strong cadre of service partners, our mission is to deliver creative and cost-effective strategies in the insurance and investment areas within your risk tolerance, and to provide you with confidence in your plan. This allows you to spend more time doing what you want to be doing—spending time with your family, friends, and enjoying the wine country lifestyle for which the Sonoma valley is known.
If you are interested in working with a trusted advisor without proprietary restrictions, please contact Hancock Partners today and give us the opportunity to earn your business and become your trusted advisor.