Hassan Ali Khan, LUTCF®, CLTC®

Financial Representative

  • Office 713-972-8072
  • Office 281-236-6145

My Mission

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions .

Hassan Khan

Building Your Financial Plan

Hassan Khan believes your plan starts first with a foundation:

Risk Management. Once your risks are addressed, you can confidently begin Wealth Accumulation to meet your goals. Retirees ascend to Wealth Preservation and Distribution, working to retain their desired lifestyle as well as assuring a meaningful legacy.

Pyramid of NeedsWealth Preservation & Distribution: evaluating your situation, the income you need for your retirement lifestyle, and the optimal way to pass along a legacy to your heirs.

Wealth Accumulation: planning to achieve your financial goals including education for your children, the lifestyle you choose and your retirement dreams.

Risk Management:  protecting the things you value and could least afford to lose;
It's your foundation for all planning.

  

Pyramid of Needs  

 


  

Focus on Retirement 

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

Hassan Khan works with his clients in every phase of retirement planning:

Saving for Retirement

Approaching Retirement

Living in Retirement

 


Estate Planning

Hassan Khan understands that Estate Planning is a very personal process that involves both basic and advanced tools. Learn more.   

Then laws on estate taxes are constantly changing so having a plan is critical. Don't Leave your Estate to Chance 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck