Hanegan & Associates


 

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Hanegan & Associates, P.C.

Family, Trust, and Estate Admin.

1625 Broadway Suite 800

Denver, Colorado 80202

     Tel: 303-572-0055

                                                       Fax: 303-572-1603

 

Time...to Smell The Roses?

 

We can help you have the time...to do all the things you'd really rather do!

Offering Dependable and Confidential Family Administrative Services

 

Hanegan & Associates, P.C.

Family, Trust, and Estate Admin.

Where Financial Confidence and Convenience Go Hand in Hand

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Since 1984 we have been helping people like you take care of family business...

without letting it take up all of your free time.

Whether it's for yourself, or perhaps elderly parents who find they need a little

help, we can efficiently, dependably and privately:

 

◊ Process the payment of household or business bills, monitor medical

   insurance claims and track the payment of obligations either owed by you,

   or to you;

 

◊ Provide detailed reports of disbursements and income and automatically

   tabulate the data needed for income tax returns;

 

◊ Monitor business mail and make sure that bills are timely paid, including

   life insurance, income taxes and other important items; and

 

◊ Coordinate with other professionals, at your request, for complete coverage

   of your financial needs, including:

 

            Home Health Care Providers

            Accountants

            Attorneys and

            Portfolio Managers

 

We provide a wide range of services to our clients, on a one-on-one basis. In this age of technology, it is rare to be able to speak to the same person on a daily basis.

 

You can depend on us for accurate evaluations and impartial advice when it  comes to balancing your financial and lifestyle goals. Hanegan & Associates, P.C. offers assistance in meeting financial challenges and making the correct choices for you and your loved ones.

 

We tailor our services to the special needs of each family. You will have more time to call your own and the peace of mind that your affairs are being looked after by an experienced business office.

Our Mission:

To provide integrated and creative planning and management services in the areas of Investments, Taxes, Administration, Trusts 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:

We are experienced professionals who care about our clients' welfare and provide creative, ethical and effective administrative services and technical support to individuals and small businesses locally, nationally and internationally from our offices in Denver, Colorado.

We are fee-based administrators and 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