Hanegan & Associates


 

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Florissant Investment Advisors, LLC

Registered Investment Advisors

1625 Broadway Suite 800

     Denver, Colorado 80202

                                                                Tel: 303-572-0055

                                                                Fax: 303-572-1603

 

Is your investment portfolio meeting your

 personal needs and financial goals?

 

We can help you enjoy the lifestyle you want....and preserve your wealth

 for future generations

Offering Peace of Mind and Financial Confidence for Multiple Generations

Florissant Investment Advisors, LLC

Registered Investment Advisors

 

Where Financial Confidence and Convenience Go Hand In Hand

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Florissant Investment Advisors, LLC, established in 1995, provides portfolio management services to high net worth individuals and families. Our goal is to preserve the wealth that you have worked diligently to earn and to grow it for future generations.

 

We work with you to accomplish this by:

 

◊ Learning about your future plans and goals so that we can develop

   an investment plan that's right for you;

 

◊ Performing asset allocation and selecting an appropriate mix of asset types,

   such as stocks and bonds, to maximize your financial success within the

   limits of your risk tolerance;

 

◊ Monitoring your investments on a daily basis, to maintain proper

   diversification and market exposure; and

 

◊ Communicating regularly to make sure your investment plan is updated

   as your goals and needs change.

 

 

Managing and preserving your wealth in today's changing market can be challenging.  To give you peace of mind and confidence in your future, we tailor each portfolio to the risk / reward desires of you, the client.

 

We work with you to understand your needs and goals, to protect your financial assets, and to grow them for your retirement and for future generations. 

 

We have learned that combining a disciplined investment strategy and dependable, objective financial advice, promotes the growth and preservation of wealth.

 

Our Mission:

To provide integrated and creative planning services in the areas of Investments, Taxes, Administration and Trust and Estates. Our clients are families who have accumulated wealth and who have needs covering multiple generations. Based upon our depth of experience, intimate knowledge of our clients and utilizing the latest technology, we personalize these services to meet the specific and often unique needs of our clients.

  

Our Values:

You deserve the peace of mind which comes from confidence that your investment affairs are managed, now for you, and someday for those you love.  We offer a personalized approach to managing your portfolio.  Our conservative style of investment management aims to preserve and grow your wealth.

Our services are fee-based, and we do not sell insurance or investment products.

Services of the Hanegan & Associates office, provided by:

 

Hanegan & Associates, P.C.                 

Certified Public Accountants
                    Family, Trust and Estate Admin.             

                Business Admin. Services -- Outsourcing

 

Florissant Investment Advisors, LLC
      Registered Investment Advisors

 

James D. Hanegan Fiduciary Services
   Private Trustee and Executor

 

   

Call us at 303-572-0055 today to set up a complimentary

meeting to discuss your family's financial needs and goals.

 

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                 For more information call us at 303-572-0055 or email jim@hanegan.com