Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy as it relates to leaving money to loved ones.
During the interview, Mac discusses considerations for people who may have a child with mental/physical disabilities and the various types of trusts that should be looked into.
Hanna explained, “I do not give tax, legal or investment advice, but there are critical decisions that should be made related to establishing your estate and financial plans according to your wishes, goals and objectives utilizing estate attorneys, accountants, financial advisors and other financial professionals who understand trusts and other vehicles including insurance whether it be malpractice, auto, health, business, home, disability, errors and ommissions, and long term care so that they give you the most cost effective benefit possible. You should have a team of these professionals looking out for your best interests, and I am honored to be part of so many clients’ lives to serve them in understanding their financial, retirement and estate picture.”
Video Link: https://www.youtube.com/embed/aNXHDKmW8mA
He continues, “I am very excited to not only educate but prepare my clients for their retirement years so that they may continue a stress-free standard of living in their retirement years. Preparation is such a vital piece of their strategy. I pride myself in being able to develop long-term relationships with my clients, and I have had some for over 30 years!”
Tune in for the interview on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network:
About Mac Hanna
Mac is experienced with over a combined 45 years in banking and insurance. He was with New England Securities, Multi-Financial Securities, and Cetera Advisors for 25 of those years as a broker and an investment advisor representative.
Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School, he attended both The Citadel and the United States Naval Academy, where he earned a Block N as a Brigade boxing champion. He graduated from the University of South Carolina with a degree in business management and has a master’s degree in education administration. At USC, he lettered in football, was a member of the Block C Club, residence hall counselor, and served as president of Delta Sigma Pi, a professional business administration fraternity.
Professionally, not only was he formerly a National Board Certified Teacher in social studies but he holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in King of Prussia, PA. He is a Fellow of the Life Underwriter Training Council and moderated courses for life and disability insurance agents.
Before moving to Aiken, the road to Eagle Scout taught him many lessons that he honors to this day, especially as they pertain to service to others. He was recognized in 1958 as one of 12 outstanding Explorer Scouts nationwide to present to President Dwight D. Eisenhower an annual Report to the Nation of activities of the Boy Scouts of America. Since his return to Aiken in 1964, he has been active in his church, St. Thaddeus Episcopal, as a Girl Scout troop leader, former vestry member, Sunday School teacher, basketball coach, Mead Hall board member, Lay Reader, Eucharistic Minister, and Lay Visitor.
Service and veteran organizations include the American Legion; Jaycees (past president, regional vice president and was honored as a key man and outstanding state chairman); Aiken Association of Life Underwriters (president); Salvation Army (board of directors); mentor to Eagle Scout candidates and adult leaders in the Georgia-Carolina Council; coach for Aiken Parks and Recreation teams; Aiken County Public Schools middle school rezoning committee chairman, PTO president at two elementary schools, coach of Aiken High School academic team for 17 years (thanks to the students the team became one of the nation’s best). Mac was named by the South Carolina Department of Education and the State Board of Education as a South Carolina Ambassador of Academic Excellence.
Mac credits his deceased wife, Anna Estelle, with their following the path of servanthood. She taught him much, and he actively participated with her in reaching out to others especially in the Soup Kitchen at St. Thaddeus, hosting celebrations, funeral receptions and taking meals to shut-ins. They were blessed with four children, two are disabled and all of whom live in Aiken. Jim, the eldest, is a Wofford grad, a football All-American who is married to the former Anita Tatum, a regular in Heart Fund productions. The two of them own AHH Sunshine, a screen print, embroidery, and promotional products company. They have one daughter, Tatum, a student at USC-Columbia. Anna Estelle and Mac’s youngest son, David, is a Magna Cum Laud graduate of USC-Aiken and has a master’s degree in education leadership from Ole Miss. He coordinates testing for the Aiken County School District and is married to the former Tara Jean Wessinger, a talented art teacher at Aiken High. David and Tara are the parents of Cody and Zoe.
Call Mac today to schedule a time to tamp down your gorilla in the room. That beast might be higher tax brackets, Required Minimum Distributions, increasing inflation, a volatile stock market, getting out of debt and especially if your concern is about retirement planning, college planning, estate planning, when your retirement plan will run out of money, life insurance, annuities, disability and long-term care.
Phone (803) 270-9248
Neither Carey (Mac) Hanna, nor his company give legal or tax advice. Refer to your tax, legal or financial advisor. Mac and his company believe in striving for wealth beyond wall street to mitigate potential losses through downturns or volatility in the stock market and preservation of capital. Mac is licensed in South Carolina, North Carolina, Georgia, Florida, Alabama, and Virginia.