Get started with a financial plan

Building a financial plan is a great way to assess your overall situation and ensure you’re on the right track to meet your goals.

Plans may include:

- Retirement Planning
- Investment Planning
- Insurance Planning

- Tax Considerations
- Education Planning
- Estate Planning

Interested in working with us?

Provide your information below and a member of our team will quickly contact you to get started.

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What to expect:

1) Initial consultation
to ensure we understand your unique planning needs

2) Meeting with a CERTIFIED FINANCIAL PLANNER™ Professional
to discuss your full situation and goals for the future

3) Plan delivery and next steps
to review your complete financial plan and how to implement it going forward

You will also get access to our Personal Financial Management Portal – a powerful online tool where you can aggregate financial accounts, access budgeting tools, monitor cash flows, manage debt, and more.



Don’t want to wait? Call us at (888) 955-5432 to speak to a financial professional now.

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 not 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-20180831-1