Adams-Hansen & Associates Services include Investment Planning: Advanced Planning, i.e. business continuation, offensive and defensive tax reduction, charitable trusts, estate planning, asset protection and tax wise charitable planning.
About Adams-Hansen & Associates
As a Fee only Registered Investment Advisors Brook and Rick started in 1995 and have deep, diverse experience in:
- Business Planning
- Owner Benefits
- Business Continuation
- Tax Planning with Real Estate
- Charitable Trusts
- Donor Advised Funds
- Asset Management
About R. Brook Hansen
Brook is a heavily credentialed wealth manager who has served as a fiduciary for almost thirty years. Prior to becoming a wealth manager Brook owned companies, and he had an instinct for seeing how to maximize a client’s assets or circumstances. Brook has served as a CFO and developed legal and ethical exit strategies for insiders of publicly traded companies.
Along with associate Rick Adams, Brook has earned the opportunity to serve banks, trust companies, charitable trusts and organizations, broker dealers, pension and profit sharing plans, as well as corporations and individuals.
Brook is proud of his associations with the Society of Financial Services Professionals and the Center for Ethical Business Cultures; particularly in his role in bringing the Minnesota Business Ethics Award into being.
He and Rick Adams also developed the Financial Intelligence Benefits Package to serve as an educational tool for members of the profit sharing plans they manage, as well as their clients and their client’s children. Brook’s knowledge, experience and speaking ability has allowed him the opportunity to teach dozens of different educational courses to literally thousands of professionals over the past twenty plus years.
About Rick Adams
Rick holds an insurance license, real estate license and is an IAR under a Registered Investment Advisor “Adams Hansen & Associates’ ‘ and has partnered with R. Brook Hansen since 1995.
Rick has given hundreds of seminars for corporations, civic groups, nonprofits and other public forums including (CE) continuing education for Attorneys and CPAs for estate and business succession planning.
Rick lives in Excelsior with his wife Michelle of 30 years, he enjoys all winter and summer activities and spends as much time as possible with his family, his wife Michelle and two children Dustin and McKenzie.
According to Brook, speaking for himself and Rick, “We love this stuff; we take the time to discover what your values and goals are and match them with the assets you already have. We help people make smart decisions about their money, mitigate taxes, take care of heirs, protect their assets and fulfill their charitable goals for the causes they care about. We manage assets, do advanced planning, and nurture relationships with the additional professionals a client needs.”
Adams-Hansen & Associates
R. Brook Hansen
13911 Ridgedale Dr #170