Hanna M Hagans

About Hanna M Hagans

Questions I help my clients confidently answer-Will the money I\'m saving in my current RETIREMENT PLAN be enough to give me the retirement I dream about-I have more money than I should in a bank savings account. I know the interest rate is lower than inflation, so the account is losing value. What are my other options for SAVING MONEY FOR LARGE PURCHASES, like putting a down payment on a house or buying a car-I see a lot of advice on the internet that says I should be using certain types of investment accounts, but how do I know which options are RIGHT FOR ME-I got a NEW JOB! What do I do with my old 401k-I CAN\'T CONTRIBUTE TO A ROTH anymore, is there a way to keep funding after tax investments that allow for tax-free withdrawal in retirement-I was told I need LIFE INSURANCE, but how do I know how much and what kind-I want to save for my KIDS\' EDUCATION, how do I do that so that the money keeps pace with inflation and has tax advantages-I OWN A BUSINESS, how do I take care of everyone else while still taking care of my own future-I\'m GETTING A DIVORCE, how do I plan for this new beginning? As a military spouse and avid adventurer, I\'ve lived in five states, traveled extensively, and pursued a variety of interests, including rock climbing and skydiving. Prior to joining the financial industry, I worked in marketing and business development in the oil and gas industry, as well as freelanced in graphic design. My diverse background has taught me the value of adaptability and creative problem solving, skills I bring to my work as a financial advisor. If you\'re looking for a partner to help you align your money with your lifestyle and goals, let\'s connect. Together, we can create a plan that will give you confidence and peace of mind. Schedule time with me: https://calendly.com/hanna-hagans/30min

Experience

1. Financial Advisor

   Equitable Advisors

   Mar 2023 — Present · Oklahoma City, OK, US

Education

• Louisiana Tech University

  Architecture

  2016 — 2018