Don Hance Jr., CFP®, EA LifeSighted

Contact this advisor

About Don Hance Jr., CFP®, EA

Don Hance, Jr. is a CERTIFIED FINANCIAL PLANNER™, an IRS Enrolled Agent, and the founder of LifeSighted, a fiduciary financial planning and tax prep company centered on helping clients simplify their personal or family finances so they can focus on living a life that they love.

Before starting LifeSighted, Don spent several years working at a firm with a diverse set of retired, high net worth clients. Through the conversations he had with his clients during that time, he learned a great deal about their histories, including how they built and maintained their wealth. Among the trends that stood out the most through those conversations is that many clients wished they had spent more time enjoying the journey of life, rather than pushing off their dreams until retirement. Wanting to make sure that his generation did not fall prey to the same regrets, Don made it his mission to bring life-focused financial planning to those who wanted it, regardless of portfolio size. And thus, LifeSighted was born.

Don holds a Bachelor of Science in Business Administration with an emphasis in Entrepreneurial Studies from the University of Southern California, and his CFP® coursework was completed at UCLA Extension, where he obtained a Certificate in Personal Financial Planning, earning it with distinction. He is the director of NexGen for the Financial Planning Association of Los Angeles and an active member of NAPFA Genesis, both of which are organizations that represent the future of the financial planning industry. In his free time, he regularly takes advantage of the pleasant Southern California weather, playing baseball, softball, and volleyball or enjoying a nice hiking trail or a day at the beach.

Contact this advisor

Recently Published

Backdoor Roth IRA Contributions: An Awesome Opportunity for High-Earners

November 2, 2020

The Roth IRA is one of my top three favorite types of accounts for retirement savings due to the many long-term tax benefits Roth IRAs provide. Unfortunately, contributing directly to a Roth IRA isn’t available to everyone. If you either don’t have enough earned income or your income, in general, is too high, you will not be able to contribute directly to a Roth IRA. For those of you high-income earners who make too much, there is a nice little planning workaround to consider.

The post Backdoor Roth IRA Contributions: An Awesome Opportunity for High-Earners appeared first on LifeSighted.

Read the full post →

Sustainable Investing: Impact the Planet Using Your Retirement Portfolio

October 26, 2020

With all of the talk these days about climate change and what can be done, as a society, to lower our greenhouse gas emissions, I want to dive deeper with you into sustainable investing and what it might look like for you to invest sustainably. If you’re at all concerned with the evidence in favor of climate change that you’ve been seeing in the news lately and you are investing for retirement (which, if you’re a LifeSighted blog reader, you know you should be doing!), it’s worth understanding what sustainable investing is, why you should be investing sustainably, and how to go about investing sustainably.

The post Sustainable Investing: Impact the Planet Using Your Retirement Portfolio appeared first on LifeSighted.

Read the full post →

Selling vs. Renting: Should I Sell My House or Rent It Out? A Financial Planner’s Perspective

October 19, 2020

Maybe you’re moving into a bigger house to fit a growing family, maybe you want to downsize, or maybe you’re relocating for work. Luckily, you’ve done such a good job planning that you have plenty in savings to cover the move and don’t have to sell your current house. Now you’re at a crossroads, though. What should you do -- sell your house or use it as a rental?

The post Selling vs. Renting: Should I Sell My House or Rent It Out? A Financial Planner’s Perspective appeared first on LifeSighted.

Read the full post →

Visit the blog →

Ideal Clients

  • Gen Y/Millennials
  • Tax Planning
  • Technology Professionals
  • Work/Life Balance

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly: $150+/mo
  • Quick Start: $499
  • Hourly: $200/hr

 

SEC Records

States Registered

  • California

Loading...