OUR MISSION
The team at Personal Choice Financial Advisors is committed to helping
guide you to your Worry-Free Retirement.
It is our mission, as Fee-Only Financial Advisors, to provide you with guidance and insights you need to transition to and enjoy a lifetime of financial abundance and freedom.
WHO WE ARE
Our team is passionate about creating a vibrant and supportive environment where everyone can thrive and grow. We believe in making our work both inspiring and impactful, which energizes our team and keeps us motivated every day. We’re dedicated to making a positive difference in the lives of the retirees we serve, helping them achieve their financial goals with confidence and ease.
Robert Hansen, CFP®
Lead Financial Advisor
Bio …
Benjamin Dobler, CFP®, EA, CSLP
Director of Financial Planning
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Sharon Miller, CFP®
Client Service Specialist
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Trey Gullickson CFP®
Lead Financial Advisor
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Kingston Hollman
Chief Compliance Officer
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Brian Munoz, CPA
Tax Specialist
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Trinity Hollman
Executive Assistant
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WHAT WE VALUE
Our core values are the foundation of everything we do, every decision we make, and every team member we hire. A financial plan is only viable if it aligns with these core values.
Strive for Excellence
Our clients trust us with one of their most important life decisions: achieving financial independence. Excellence is our standard. We ensure our advice is thorough, accurate, and detailed. We rely on data and evidence, maintaining objectivity and independence.
Honesty and Integrity
Integrity is at the heart of all our interactions. Trust is the cornerstone of our relationship with the retiree community. We always speak the truth, even when it’s tough. Our business model is designed to prevent conflicts of interest, ensuring we remain a trusted source. We always strive to do the right thing.
Treat Everyone with Respect
In a world where common courtesy can be rare, we treat our clients, team members, vendors, and partners with respect. If a client or prospect isn’t a good fit, we guide them to the right resources.
Take Ownership
We are here to help or clients achieve worry-free retirement, and we are equally committed to our own growth and improvement. We embrace curiosity and continuous learning, aiming for every team member to maximize their unique abilities in their role.
No Toxic Personalities
We are committed to maintaining a respectful environment and have a zero-tolerance policy for toxic behavior. This applies to both our team members and clients. We believe everyone deserves to enjoy their business relationships and interactions, assuming the best in each other.
Interested in finding out more?
We can help you take control of your finances