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Marc Hansen, CFP®
JPL Asset Management and Planning

Tel: 302-225-5497
1303 Delaware Avenue
Suite 112
Wilmington, DE 19806

About JPL Asset Management and Planning

At JPL Asset Management and Planning, I bring experience, knowledge, integrity and trust to work on every clients financial plan. Each client has specific needs that I address as we collaborate on a financial plan to help them achieve their goals and realize their dreams in retirement. I believe in growing and protecting a clients assets not only during their working years but in retirement as well. I look forward to working together to help you reach your financial goals.

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General Information

Name of Custodial Firm:   Charles Schwab
Work with the following types of clients:   Businesses
Advisory Services Provided:   Insurance Products & Annuities, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management

Services

Can meet clients in the following ways:   Via Phone, Your Home, Video Conference, Via Email, Video Conference

Firm Information

Advisor's Number of Clients:   60
Assets Managed by Advisor:   $100000

Compensation and Fees

Compensation Methods:   Based on Assets, Flat Fee, Commissions

Education

BA -Economics   University of Virginia

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