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.
Benefits
Our financial advisory services
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.
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.
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.
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.
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, $150/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
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.
Ideas + insights
Boost your financial know-how.
For our current customers
Contact us
1-888-955-5432
M-F, 8AM to 6PM ET
Mail to:
John Hancock Advisory Services
200 Berkley Street
Boston, MA 02116
Manage your account
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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