Han Financial Consulting provides an integrated bundle of services designed specifically for dental practice owners. The firm operates on a flat monthly retainer model that covers personal investment management, retirement plan consulting, cash-flow analysis, bookkeeping, proactive tax planning strategy, and corporate compliance support. Han Financial Consulting constructs diversified, low-cost investment portfolios using mutual funds and exchange-traded funds, managing personal accounts with discretionary authority. The firm also offers non-discretionary allocation guidance for employer-sponsored retirement accounts and plan-level consulting for business-sponsored retirement plans. Because the firm bundles these services together, clients pay a single flat fee regardless of their portfolio size, though clients who do not need all included services may pay more than they would purchasing them separately.
Fee Structure
Han Financial Consulting does not offer standalone investment management. Instead, investment management is included as part of the firm's bundled monthly retainer of $1,500 per month, which also covers bookkeeping, tax strategy, and CFO advisory services. There is no percentage-of-portfolio fee for managing your investments.