Kyle Hanselman - CLTC

About Kyle:

Kyle joined Strategies for Wealth in 2009 after working at Prudential Financial for 3 years in their Wealth Management group. At Prudential he worked alongside their Financial Advisory team and Investment team improving the quality of service to clients. He then chose to move to Strategies for Wealth to begin to build his own planning practice and incorporate a unique approach.

Mission Statement:

Planning is as much an art as it is a science and every situation calls for a unique approach.  I want to share with the people in my life what it truly means to achieve financial balance, one that allows for opportunities to exist while at the same time protecting their families’ financial plan along the way.

“Life is 10% what happens to me and 90% of how I react to it.” – John Maxwell

Education and Training:

BA in Economics and Political Science from Rutgers University
Graduate of the Corporation for Long-Term Care

Personal Services:

Retirement Planning
Estate Planning
Life Insurance
Individual Disability Insurance
Long Term Care Planning
Investment Management

Business Services:

Employee Benefits
Buy/Sell Agreements
Business Succession Planning
Risk Management

Community, Charitable, or Professional Organizations:

Financial Advisor for the Rutgers’ Delta Chi Alumni Board of Trustees

 

Check the background of this investment professional on FINRA’s BrokerCheck.

URL
http://strategiesforwealth.com/associates/kyle-hanselman/

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.