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Wrong Steven Hansen?

Steven Hansen

Director - Government Relations and Ethics, Comprehensive Financial Group

Financial Planning Association

HQ Phone:  (303) 759-4900

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Financial Planning Association

7535 E HAMPDEN AVE

Denver, Colorado,80231

United States

Company Description

The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who need, support and deliver professional financial planning. FPA is the largest membership organization for personal financial planning experts in the U.S...more

Background Information

Employment History

Certified Financial Planner

HTK


Affiliations

Foothills United Methodist Church

Member of the Finance Committee


Web References(11 Total References)


www.fpasandiego.org

Steve Hansen, CFP®Director- Government Relations / Ethics Comprehensive Financial Group shansen@htk.com4350 Executive Drive #215, SD 92121858-622-0066 x234 | 858-622-0215 fax


www.fpasandiego.org [cached]

Steve Hansen, CFPDirector-Government Relations shansen@htk.com4350 Executive Drive #215, SD 92121858-622-0066 x234858-622-0215 fax


www.signonsandiego.com

Steve Hansen is a certified financial planner with Hornor Townsend & Kent in San Diego.He has worked in financial services for 25 years, with early experience in mortgage lending and life and disability insurance.In addition to managing a financial planning practice, Hansen has spent much of his career teaching money management and retirement planning classes for schools and corporations.He serves on the board for the San Diego chapter of the Financial Planning Association and is a member of the Foothills United Methodist Church finance committee. The association chose Steve Hansen, a certified financial planner with Hornor Townsend & Kent in San Diego, to work with the couple and make recommendations.In exchange for sharing their story in the newspaper, the Littens received a comprehensive plan at no charge. After an initial review of the Littens' finances, Hansen was able to reassure them that without question they're on track with retirement plans, and that an earlier retirement is a good possibility. In fact, the Littens have been so good at saving that Hansen's first recommendation was that they consider backing off from their 401(k) contributions. "The Littens are very investment-oriented people, and they've done all the right things," Hansen said.> Hansen told the couple that their estimate is a good number to start with, but that it might be too tight of a retirement budget to support their lifestyle, particularly when factoring in annual cost-of-living increases.Even though the Littens are helping one of their two daughters attend community college, Hansen asked them to consider future expenses such as helping their daughters pay for their weddings and the eventual purchase of new cars. He also asked them to consider the purchase of long-term care insurance as a way to protect assets in late retirement. Based on the Littens' estimated retirement expenses and the cost-of-living inflation between now and then, Hansen estimated that their income needs at age 65 will be about $120,365."Even with the annual deduction of $16,000, the Littens have been really aggressive with their investments," Hansen said."With a moderate growth rate of 5 percent and an estimated 4 percent annual inflation, I was able to show them that their savings will carry them through from the retirement age of 65 to at least 89." The Littens could retire early if they wanted to, but Hansen said the timing would really be determined by their actual retired expenses, their portfolio growth and additional income sources such as real estate. To help stabilize their portfolio growth in preparation for whenever they decide to retire, Hansen recommended that they diversify toward more stable large-cap, balanced and limited-term bond funds for less volatility and more moderate growth. "For the first 20 years, the Littens went for the most aggressive thing they could," Hansen said.


www.cfgsite.com [cached]

Steven Hansen, CFP®, CDFA


fpasandiego.com [cached]

Steve Hansen
Steve Hansen, CFP® Director - Government Relations / Ethics Comprehensive Financial Group shansen@htk.com 4350 Executive Drive #215 San Diego, CA 92121 858-622-0066 x234 | 858-622-0215 fax


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