Proactively Managing Change to Help Achieve Optimal Outcomes
For over twenty years Howard Levine, Principal of Hanover Financial Group, has offered advisory services aimed at helping clients proactively manage change to help create optimal outcomes. As your advocate, he will listen, guide and inform you about the various scenarios that will help you meet your short and long term goals.
Our holistic, integrated wealth planning process begins by getting to know you, your dreams, ambitions, and concerns. Based on your individual objectives, we will walk you through all aspects of the wealth management process taking into account factors such as investment planning, risk management and insurance planning, retirement planning and education and family support. Only by looking at the range of wealth management issues can an effective, comprehensive plan be put in place.
All too often individuals assess their financial health by looking only at their investment portfolio. Effectively managing your financial, personal and family health and well-being requires a thorough assessment of all pieces of the wealth management puzzle. As a member of your team we collaborate with your accountant, attorney and other advisors to create a common vision and plan.