Palm Springs Office

777 E Tahquitz Canyon Way,

Suite 200-58
Palm Springs, CA 92262

Core 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 services:

FINANCIAL PLANNING  fOR INDIVIDUALS

Financial Planning (through LPL Financial)

Retirement Planning

Estate Planning

Plan Coordination with Tax and Legal Professionals

INVESTMENT SERVICES FOR INDIVIDUALS AND ENTITIES

Fee-based Asset Management (through LPL Financial)

Separately Managed Accounts

INVESTMENT SERVICES FOR INDIVIDUALS

Traditional IRA

401(k) Rollovers

IRA Transfers

Roth IRA

SEP IRA

INSURANCE SERVICES FOR INDIVIDUALS

Term Life Insurance

Permanent Life Insurance

Long Term Disability

Long Term Care

INVESTMENT SERVICES & INSURANCE SERVICES FOR BUSINESS OWNERS

Defined Benefit and Cash Balance Plan

Funding the Partnership Agreement

Buy/Sell Life Insurance

Disability Buyout

Disability Overhead

For more information about our firm and the financial services we offer, please send us an email or call the office. We welcome the opportunity to speak with you.

byron@hancock-partners.com   |  (707) 996-8100