Skip to main content Accessibility help
  • Help center
  • Help center
  • For business
    • For financial professionals
    • For plan sponsors
  • For business
    • For financial professionals
    • For plan sponsors
  • Sign in
    • Annuities
    • College savings
    • IRA
    • Life insurance
    • Long-term care
    • Mutual funds
    • Retirement plan
    • Safe access accounts
    • Planning portal
    • Home

    • Insure

      Insure

      Protect what matters most.

      Explore insure
      • Term life insurance
      • Permanent life insurance

      Term life insurance that rewards healthy living.

      Talk to an advisor
    • Invest

      Invest

      Make your money work harder for you.

      Explore invest

      Personalized advice to help you meet your financial goals.

      Contact an advisor
    • Retire

      Retire

      Something you can look forward to.

      Explore retire

      Plan for amazing with a quick quiz.

      Take the quiz
    • Advice

      Advice

      Financial advisory services with a personal touch.

      Explore advice

      Our financial experts can help you pursue your goals and prepare for the future.

      Get started
    • Insights

    • About us

      About us

      Connecting customers and communities.

      Explore about us
      • Our leadership
      • Corporate responsibility
      • Latest news

      Sharing what makes us, us at John Hancock.

      Watch now
    • Help center

      Help center

      Resources, FAQs, contact information and more.

      Get started
      • Annuities
      • Life Insurance
      • Investments
      • Long-Term Care
      • Retirement
      • Other resources

      Have questions about a product or service?

      See how to contact us
    • Home
    • Insure
      • Explore insure
      • Term life insurance
      • Permanent life insurance
    • Invest
      • Explore invest
    • Retire
      • Explore retire
    • Advice
      • Explore advice
    • Insights
    • About us
      • Explore about us
      • Our leadership
      • Corporate responsibility
      • Latest news
    • Help center
      • Get started
      • Annuities
      • Life Insurance
      • Investments
      • Long-Term Care
      • Retirement
      • Other resources
      • Help center
    • Help center
    • For business
      • For financial professionals
      • For plan sponsors
    • For business
      • For financial professionals
      • For plan sponsors

    Your browser is not supported.

    To use our website, we recommend using the latest version of Microsoft Edge, Chrome, or Safari.

    Financial advice tailored to your goals and ambitions

    Our advisors take a more personalized approach to your financial goals.

    Talk to an advisor

    Financial advice tailored to your goals and ambitions

    Our advisors take a more personalized approach to your financial goals.

    Financial advice tailored to your goals and ambitions

    Our advisors take a more personalized approach to your financial goals.

    Talk to an advisor
    • When it comes to finances, it's good to question

      • 2 min read
    • 8 questions to ask a financial advisor during your first meeting

      • 4 min read
    • 3 budgeting rules to help you save money

      • 2 min read
    • Whether you’re looking for a bit of advice to take on a particular goal or in need of a complete “big picture” financial plan, our advisors can provide the exact amount of help and guidance you need.

    Why is financial advice important?

    There are few things in life as important as planning and providing for you and your family’s financial future. Working with a financial advisor can help you take advantage of opportunities and avoid costly mistakes. And people who work with a financial advisor and have a written financial plan say they feel more confident about the future.*

    How will a financial advisor help me?

    Saving for important personal financial goals can be overwhelming — even during the best times. Objective, expert advice can help you prioritize and add clarity to chart out your best course of action. What's more, a financial advisor can work with you to develop a holistic plan that can help guide you through different market conditions and life events.

    Why John Hancock?

    Quite simply, we offer you more than a century and a half of proven financial experience and expertise. Whether you need a bit of investment guidance, help making sense of your life insurance options, insights on educational or retirement saving, or a fully-developed financial plan, we’re here for you. And we’re always happy to meet with you at your convenience.

    How can we help you?

    Chat with a CFP® Professional about your goals and choose between a comprehensive or custom financial plan. We’ll create a detailed roadmap tailored to your vision.

     

    Comprehensive plan

    Custom plan

    Our approach As the name implies, a comprehensive plan provides a complete picture of your personal financial situation. It contains all of your financial goals (big, small and in between) and maps out the necessary steps to take to put your plan into action. A custom plan is much more focused. It is built around a very specific goal or financial priority — be it long or short term. Most often, it’s built around your top financial concern (and may be the one keeping you up at night).
    Areas of focus With a comprehensive plan, every financial aspect of your life, every goal, question or concern is considered and accounted for. With the necessary action items spelled out. These include, but are not limited to: Budgeting, Cash-flow, Debt management, Education savings, Estate planning, Insurance and Investments, Life events and milestones, Long-term care, Retirement planning, Special needs and disability planning and 
Tax management. We can build a custom plan around any specific action, goal or concern you want to take on and take control of. These include, but are not limited to: Building a budget, Buying a home, Changing careers, Getting married, Funding an education, Paying off debt, Starting a family, Retiring comfortably — and just about anything else you can think of.
    Best suited for We recommend a comprehensive plan to people who want to map out their entire financial journey and see how all the pieces fit together. A custom plan is your best choice if you’re looking to take on a very specific goal or solve a particular financial matter.
    Cost $999/year $150/hour

    Time to talk about money

    We believe in celebrating financial conversations in all their honest, awkward and inspirational glory. That’s why we’ve created our Friends Who Talk About Money Podcast. Listen here.

    Start listening

    How do you define wealth?

    We asked people all across America. Click on the link below to see how people across the country answered.

    See their answers

    Ready to talk about your financial plan?

    Start planning

    Ideas to help you reach your goals

    Browse our featured insights for new perspectives.

    View all

    For our current customers

    Contact us

    1-888-955-5432
    M-F, 8AM to 6PM, ET 

     

    advice@jhancock.com

     

    Mail to:
    John Hancock Advisory Services
    200 Berkley Street
    Boston, MA 02116

    Manage your account

    • Planning Portal login
    • MyPortfolio login

    Helpful links

    • Help center
    • Download the John Hancock Advice brochure
    • Download My InfoTracker

    *https://www.prnewswire.com/news-releases/new-research-americans-working-with-a-financial-advisor-are-more-prepared-for-a-recession-300936540.html

     

    1 Additional cost may apply depending on individual situation


    2 Total cost will depend on the topic(s) covered and be agreed upon before the plan is built. If your situation changes, you can update your plan annually for a cost of $250. This includes a meeting with your CFP® to review your situation and update your information, and an updated version of your plan with new recommendations based on what’s changed.

     

    Financial planning and investment advice provided by John Hancock Personal Financial Services, LLC (“JHPFS”), an SEC registered investment adviser. Investments: not FDIC insured – No Bank Guarantee – May Lose Value. Investing involves risk, including loss of principal, and past performance does not guarantee future results. Diversified portfolios and asset allocation do no guarantee profit or protect against loss. Nothing on this site should be construed to be an offer, solicitation of an offer, or recommendation to buy or sell any security. Before investing, consider your investment objectives and JHPFS’s fees. JHPFS does not provide legal or tax advice and investors should consult with their personal legal and tax advisors prior to purchasing a financial plan or making any investment.

    542LLO-20181203-2

    Individual
    • Annuities
    • COIN
    • College savings
    • Group annuities
    • Life insurance
    • Investments
    • Retirement
    • Rollover
    • Safe-access accounts
    • Travel insurance
    • Twine
    Financial Professional
    • Annuities
    • College savings
    • Life insurance
    • Investments
    • Retirement
    Plan Sponsor
    • Retirement / TPA
    • Retirement / plan sponsors
    • International group program
    About Us
    • Corporate responsibility
    • Leadership
    • Signature Series
    • News
    • Supplier diversity
    Quick Links
    • Careers
    • Help center
    • Lost or unclaimed policy form
    • Contact John Hancock
    • Manulife Global
    • Manulife Investments
    • Manulife Real Estate
    • Manulife Re
    • © 2020 John Hancock
    • Stock Price
    • Privacy & Security
    • Fraud Center
    • Legal
    • Accessibility