Chris Hansen, CFP® Personal Choice Financial
- 4555 Lake Forest Drive Suite 650, Cincinnati, OH 45242
- (513) 588-8080
- http://www.FinancialRounds.com
About Chris Hansen, CFP®
My name is Chris Hansen, and I am a Fee-Only CERTIFIED FINANCIAL PLANNER™.
In 2016, my son graduated from the University of Cincinnati Medical School and is now in Ann Arbor, Michigan to become a Neurologist. Working with him and some of his fellow graduates made me realize that new doctors have nowhere to turn when trying to understand and find answers to the complex financial issues they are facing. Most of the information available on the internet is either incomplete, wrong, or an attempt to sell products or advertising. I will do my best to produce a series of articles that will help you cut through the garbage and find the information you need.
If you have a specific question or want a particular subject covered, please feel free to drop me a line anytime at Hello@PersonalChoiceFinancial.
Recently Published
Backdoor Roth IRAs for Physicians
April 19, 2023As a physician, you may find yourself ineligible for Roth IRAs due to income limits. But there's a solution tailored just for you: the Backdoor Roth IRA.
The post Backdoor Roth IRAs for Physicians appeared first on Financial Rounds.
What Secure Act 2.0 Means for Doctors
January 10, 2023New retirement rules recently became law with Secure Act 2.0 as part of the 2023 federal budget. The new rules change how doctors can save for retirement, including more Roth options, new penalty exceptions, and later Required Minimum Distributions. We wrote this article to help doctors understand what Secure Act 2.0 means for you, whether […]
The post What Secure Act 2.0 Means for Doctors appeared first on Financial Rounds.
Student Loan Changes in the Biden Administration
December 1, 2021Updated: January 10, 2023. The Biden Administration has made key changes to student loan payments, servicers, and forgiveness opportunities. Doctors may need to take action to receive student loan forgiveness under the new rules, revisit consolidation or refinancing, or prepare for payments to restart. Your student loan payments are now scheduled to restart in mid-to-late […]
The post Student Loan Changes in the Biden Administration appeared first on Financial Rounds.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen Y/Millennials
- Medical Professionals
- Student Loan Debt
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
Fee Options
- Monthly Fee: $250/mo
- AUM: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
