Handford Financial Strategies

Our Vision: Empowering your retirement journey

At Handford Financial Strategies, we help individuals in and approaching retirement achieve financial clarity and security. We believe in comprehensive planning, tailored specifically to each client's needs and aspirations.

Who We Are

Our team of experienced financial professionals is led by Kevin Handford, a Certified Financial Planner (CFP) with over two decades of experience in retirement planning. We are committed to providing personalized guidance and support, working alongside you every step of the way.

Our Values

Our core values guide our interactions with clients and our approach to financial planning:

• Client-Centricity: We prioritize understanding your individual needs and goals.
• Transparency: We believe in open communication and clear explanations of your financial plan.
• Integrity: We adhere to the highest ethical standards and uphold the trust you place in us.
• Sustainability: We advocate for long-term financial planning that considers your future needs.

The Handford Financial Strategies Difference

We go beyond simply recommending investments. Our Retirement Readiness Program takes a holistic approach, addressing various aspects of your financial life to create a comprehensive and customized plan.

Our Services

Our services include:

Retirement Planning

• Comprehensive financial planning for individuals and families
• Guidance on maximizing retirement accounts (401k, IRA, 403(b) plans)
• Social Security optimization strategies
• Post-retirement income planning and distribution strategies

Investment Management

• Personalized portfolio diversification and risk management
• Access to seasoned professionals with proven experience
• Regular portfolio review and rebalancing

Additional Services

• Estate planning and legacy planning
• Insurance review and analysis
• Wealth management services
• Risk assessment and management

Our commitment

We are dedicated to building lasting relationships with our clients. We are not just your financial advisors; we are partners invested in your financial success.