Scot Hanson, CFP

CFP/Certified Financial Planner @ EFS Advisors

About

Provide comprehensive financial planning in most tax efficient manner. Retirement planning in comfort and safety. Money management. Focus is on lower and mid wealth clients, but can certainly handle High net worth clients. At times conduct business meeting on my 'Floating Office' while others may think we are just out fishing, we manage to get our work done without complaining too much. What good is all your money if you cannot have a little fun. Specialties: Retirement planning Social Security planning Distribution planning Wealth Transfer Walleye fishing Salmon fishing Pheasant hunting ( Not necessarily in that order)

Country

United States

City

St Paul

Industry

Investment Management

Skill

Advance Planning, Retirement Planning, Wealth, Social Security, Strategic Financial Planning, Financial Services, Financial Goals, Tax, Retirement, Mutual Funds, Investments, Fixed Annuities, Insurance, Estate Planning, Financial Planners

Experience

CFP/Certified Financial Planner

EFS Advisors

2002 - Present · 24 yrs

Shoreview, MN

Notices: ecurities offered through Advanced Advisor Group, Member FINRA & SIPC. Investment Advisory Services offered through EFS Advisors LLC, 1995 East Rum River Drive South, Cambridge MN 55008, (877) 403-2374. Advanced Advisor Group and EFS Advisors LLC are affiliates under common control D/B/A EFS Advisors (“EFS”). Education Minnesota-ESI (“EME”) is not a current client of EFS and is compensated by EFS based on the number of EME members, regardless if the EME members are clients of EFS, for various EME services, including exclusive marketing and referrals. This creates an incentive for EME to refer clients to EFS. For more details, please refer to Item 14 of the most recently filed Form ADV Part 2A Brochures. Please note that clicking “like” on any posts should not be construed as an endorsement or testimonial or any kind of the firm, its representatives, or the products and services they provide.