Sonoma Office

143 East Napa Street

Sonoma, CA 95476

How We Work

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 | INDIVIDUALS

Financial Planning (through LPL Financial)

Retirement Planning

Estate Planning

Plan coordination with Tax and Legal Professional

INVESTMENT SERVICES | INDIVIDUALS AND ENTITIES

Fee-based Asset Management (through LPL Financial)

Separately Managed Accounts

INVESTMENT SERVICES | INDIVIDUALS

Traditional IRA

401(k) Rollovers

IRA Transfers

Roth IRA

SEP IRA

INSURANCE SERVICES | INDIVIDUALS

Term Life Insurance

Permanent Life Insurance

Long Term Disability

Long Term Care

INVESTMENT SERVICES & INSURANCE SERVICES | BUSINESS OWNERS

401(k) Plan Implementation and Oversight

Funding the Partnership Agreement

Buy/Sell Life Insurance

Disability Buyout

Disability Overhead

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

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