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    Personal financial advice to bring your goals to life

    Advisory services

    Personal financial advice to bring your goals to life

    Advisory services

    Bring your goals to life with a financial advisor.

    Bring your goals to life with a financial advisor.

    You shouldn’t have to choose between living your best life now or later. Our personal financial advisors will help you find the solutions that can keep you on track for both short- and long-term goals.

    Get in touch

    Benefits

    • Dedicated experts

      With our financial advisors by your side, you can make informed decisions and develop a solid plan for what’s ahead.

    • 150+ years of experience

      Knowing where the industry has been helps us predict where it’ll go. Our modern approach to financial advisory services is rooted in years of forward thinking.

    • An all-in-one approach

      Your financial situation has a lot of moving parts, but our range of services will help you manage them all in one place.

    • Licensed nationwide 

      Our financial advisors are licensed in all 50 states.  We can help you find solutions no matter your experience or financial situation.

    Our financial advisory services

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    Financial advice & investment management

    Leveraging years of experience and a modern approach, our team of licensed financial advisors offer on-going, low-cost portfolio management and unlimited advice. Whether you're just starting out or going through big changes, our team tailors solutions to every stage of life.

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    Insurance protection

    You want to protect your loved ones, but with so many options, choosing the right life insurance isn't always obvious. Whether you’re determining how much coverage you need or deciding which policy best fits your life, our financial advisors are here to help you navigate finding the insurance for you.

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    Retirement planning

    No matter where you're at in your life, our financial advisors will help make sure you’re on track. After analyzing your financial goals and preferences, we’ll develop a personalized plan to make your savings work harder in retirement, so you don’t have to.

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    Flat-fee financial planning

    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.

    Compare plans
    Comprehensive plan, $9991

    A comprehensive financial plan includes a thorough analysis of your entire financial picture. Your CFP Professional will look at all aspects of your life, your short- and long-term goals, and then build a holistic plan to help you achieve them. This roadmap will help you stay on track and make important financial decisions down the line.

     

    A comprehensive plan covers every area of personal finance, making it great for people with complex situations. This includes but is not limited to:

    • Retirement planning
    • Education planning
    • Tax management
    • General estate management
    • Budgeting
    • Cash-flow and debt management
    • Insurance review
    • Investments
    • Planning for life events
    • Special needs and disability planning 
    Custom plan, $200/hour2

    A custom financial plan covers certain areas of your financial health based on where you'd like the most help. Your CFP Professional will help you prioritize your goals so you can tackle those most important to you now and focus on other, lower-priority ones sometime in the future.

     

    A custom plan is great for people who feel pretty good about their overall financial situation but are looking for clarity and guidance in a particular area. Each plan is individually tailored, but some of the most common goals we build custom plans for include:

    • Retiring comfortably
    • Paying off debt
    • Getting married
    • Paying for college
    • Starting a family
    • Buying a home
    • Changing careers
    • Building a budget 

    Personalized advice to help you meet your financial goals.

    Get in touch
    Lawrence Riddell, member of John Hancock Financial Advice team

    Find the financial advisor that’s right for you

    Finances can be a tricky subject. That’s why our expert financial advisors offer flexible solutions personalized to your needs. Finding the right fit is only a conversation away.

    Meet the team

    Ideas + insights

    Boost your financial know-how.

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    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

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    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 you 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.

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