Contrary to what you may think, financial planning is not a science, but an art. It’s not so much about crunching numbers as it is about listening. That’s because it takes more than computers, databases and Internet connections to be a successful financial planner. It takes insight, understanding and a healthy dose of compassion.
Kimm Hannan knows all about this. President of Hannan, Graybill & Associates, he has been listening, understanding and helping point clients in the direction of their dreams for 38 years. In fact, Hannan was recently inducted into the Ameriprise Diamond Ring Club, a prestigious distinction reserved for less than 7 percent of the Ameriprise advisor force.
“The art of financial planning is as much about collecting hopes and dreams as it is about collecting data,” he says. “It involves developing a financial model that delivers guidance and perseverance. At Hannan, Graybill & Associates, we combine all elements of a client’s financial life and apply reason, order and direction. We help clients manage their assets with the express goal of providing calmness and hope.”
Solid Strategies, Valuable Relationships
Hannan, Graybill & Associates highly values its relationships with clients. It combines financial modeling with a personal touch, focusing on competence, not flashiness. “We always look for the least amount of risk necessary consistent with the client’s financial objective,” says Hannan. “Most clients think they have to take more risk to reach their goals. We show them differently. We use a powerful combination of products and investments to build portfolios.”
As America’s leader in financial planning1, Ameriprise offers Hannan strength, stability – and freedom. “They allow me to serve clients,” he says. “Ameriprise has premier financial tools, client service tools and financial modeling that get answers to clients quickly.”
With clients all over the country, Hannan can stay in touch through videoconferencing. He finds this method so efficient and productive, he even uses it extensively with local clients.
“We really enjoy helping a wide range of people,” he says. “For instance, one of our specialties is working with larger landowners. No matter who we’re dealing with, we realize it’s not always about the numbers. Sometimes it’s about the heart.”
Hannan, Graybill & Associates
4481 Munson St. NW, Suite 304 | Canton, OH 44718 | 330-493-9014
(1) Source: Form ADV, Part 1A, Item 5, and Certified Financial Planner Board of Standards, Inc.
Disclosure: Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >® approach is about more than just numbers, it’s both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER™ professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc. as of Dec. 31, 2011.
Ameriprise Financial cannot guarantee future financial results.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.