Kentucky Horses
Kentucky Road
Cincinnati Music Hall
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Services

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Analysing the Numbers

Comprehensive Financial Plan

Complete Financial Blueprint

We will work with you to develop a life-long plan to reach your financial goals.  From saving for that first home to leaving behind a legacy for the next generation.  We will work with you to determine your goals, establish a budget, determine your asset allocations, and, if you wish, assist you in making your initial investment or reallocating your existing investments.

Ongoing Financial Planning

Continuous Financial Coaching

Once you have a comprehensive financial plan, if you'd like to have your financial planner monitoring your financial picture in order to assist you in meeting your goals - this is the level of service for you.  You will have the ability to regularly speak and meet with your planner to discuss your budgets, goals, and changes in your financial life.  Essentially, creating a living financial plan that changes as your life changes.

Investment Management

Low Stress Investing

Managing your own investments can be a daunting task.  We will discuss with you your financial goals, objectives, investment experience, personal background, and current circumstances to develop an investment policy, or plan for you.  We will then create and manage a portfolio for you based on that policy and the asset allocation targets within it.

Ready to start planning for your future?

 

About

Shawn P. Hannegan CFP®, CPA

Shawn is a graduate of Wright State University in Dayton, Ohio.   Shawn started Hannegan Wealth Management after multiple requests for in-depth financial planning and investment management from his clients at his public accounting firm, Hannegan & Associates, CPAs

 

As a CFP®, Shawn takes a holistic approach to financial planning, encompassing all aspects of his client's financial lives.  Furthermore, CFP's are required to act as a fiduciary, putting their clients needs before their own.  As a part of this ethical commitment, Shawn is a fee-only financial planner, and does not accept commissions from any third parties.

 

Shawn is a member of The National Association of Personal Financial Advisors, XY Planning Network, American Institute of CPAs, Ohio Society of CPAs, and Kentucky Society of CPAs.

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Contact Us

Hannegan Wealth Management, LLC

180 Barnwood Drive, Edgewood KY 41017

(859) 291-0101

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