PROFESSIONAL PROFILE
Paul Hansen is an Assistant Vice President in the downtown Cincinnati office. As a Financial Advisor, Paul helps clients to develop strategies to manage their personal and business finances. Over the course of his career, Paul has been both a Manager and Financial Advisor at Merrill Lynch. He has also received the Certified Financial Planner designation. This level of experience provides a high level of service and attention to detail. A graduate of Western Michigan University in Kalamazoo Michigan. Paul has been with Merrill Lynch since 1987.
HOW WE WORK: OUR PROCESS
Establish your objectives
Develop an appropriate strategy
Devise customized solutions
Review progress to goals
WHATE WE DO: CREATE, GROW, PROTECT and DISTRIBUTE WEALTH
Manage investments and cash flow
Control liabilities (loans and mortgages)
Asset allocation and diversification management
Tax exposure minimization
Insurance coordination: life, disability, long-term care
Retirement account distribution
Estate and Trust Planning
Our clients entrust their financial future with us. Our training and experience allows us to accept this responsibility. Our personal integrity, reputation and heart earn it.