The Rayfield-Hansen Group at Morgan Stanley

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The Rayfield-Hansen Group

OUR MISSION STATEMENT

To confidently guide you through life’s financial opportunities and challenges

Our Story and Services

Our Story


We are an experienced team of financial advisors looking out for your best interests through all of life’s challenges and opportunities. We provide thoughtful, caring counsel and clear, concise strategies for growing and managing your nest egg and planning for your family’s future. Our goal is for you to feel confident in every decision we make together.

Our clients say that we go above and beyond when it comes to treating them as friends and family.  Our goal is to focus on the issues that are the highest priority in your life. In that way, our advice comes not just from market experience, but from listening to you and providing a sounding board for when unexpected events happen.

We consider it an honor when you trust us with your concerns for the future during times of transition. We strive to provide you with all the resources you need to look at the big picture. We’ve developed a healthy respect for the many variables that accompany each stage of your life. We help you successfully navigate these changes with compassion and competence.

Our knowledge, experience and credentials allow us to employ a comprehensive wealth management approach – one that looks at the total fabric of your life. We’ve been doing this for more than three decades and you will benefit from our experience in asset management and creative, thoughtful solutions.

Services Include

  • Retirement Planning
  • Sustainable Investing
  • Estate Planning Strategies
  • 401(k) Rollovers
  • 529 Plans
  • Business Succession Planning
  • Alternative Investments
  • Municipal Bonds
  • Philanthropic Services
  • Planning for Education Funding
  • Planning for Special Needs Individuals


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Our Strength

We are constantly seeking resources that can provide you with accurate, bigger picture information from which to make decisions. We offer broad experience, deep resources and objective advice to help solve your complex problems while also anticipating your day-to-day financial needs. We work together to find financial solutions for:

• Retirement Planning 

We help employers find the right retirement plan to provide tax benefits as well as attract and keep high-quality employees
We help individuals develop and implement a strategy based on your personal vision of retirement

• Education Planning

We will design and implement an investment strategy to help ensure a quality education for your children or grandchildren.

• Family Concerns

If your parents or family members need assistance with health or living expenses we can help guide you through some of the financial challenges and other issues that arise with providing care for loved ones.

• Legacy Planning

We help you consider the options for leaving a lasting impact on your family and the world through charitable giving and other legacy strategies.


Investment Philosophy

Just as no two people are alike, so should your investment portfolio reflect your personal values and objectives.

Our personalized Portfolio Management program is based on the techniques used for decades by institutional investors. Your Financial Advisors at Morgan Stanley have been qualified by the firm to independently manage client assets based on years of training, experience and our commitment to service. 

Both Claudia Hansen and Brian Rayfield have achieved the credentials and experience to offer fully customized investment portfolios which consider each client’s personal financial goals and their preferences for risk and return.

The portfolios that we customize for each client are designed to:

• Deliver smooth, consistent, risk adjusted investment returns
• Maintain an eye on capital preservation
• Anticipate market movement and adjust asset allocation
• Apply skilled management


Retirement

For more than two decades, we’ve built personal investment portfolios to reflect the unique choices our clients make as they move to and through retirement.

As a Chartered Retirement Planning CounselorSM, Claudia Hansen has helped hundreds of clients prepare for and navigate with confidence through the three distinct stages of retirement:

• Growing your wealth to fund your future goals
• Ensuring a smooth transition to retirement
• Maintaining your chosen lifestyle throughout your life

As a Certified Investment Management Analyst, Brian Rayfield has gained an in depth understanding of the financial needs of wealthy individuals and the complex interaction of various financial instruments.  The result of this knowledge is the ability to build and evaluate complex portfolios.

Together, we answer questions that may seem daunting:

• Do I have enough to cover my needs, my dreams and the unexpected?
• How do the choices I make today affect the people I care about tomorrow?
• How can I monitor my retirement assets through rapidly changing market conditions and opportunities?
• Most importantly, how do I avoid any major financial “blow ups” that will impact my retirement dreams and choices?

We help our clients make informed investment decisions before and during retirement to help them achieve the retirement they envision.


Financial Education

We believe passionately in the power of financial education to:

• Empower you with the financial skills that are necessary to create and manage your wealth
• Discover the mindset and belief systems of the most influential leaders
• Create your personal action plan and a road-map for gaining greater power over your wealth

Our professional credentials demonstrate a deep level of knowledge and our ongoing commitment to best practices and lifelong learning.

CIMA® (Certified Investment Management Analyst) (Brian Rayfield) – The CIMA® certification is designed specifically for financial professionals who serve as advanced investment consultants to high net worth families and institutional investors.

CRPC® (Chartered Retirement Planning Counselor) (Claudia Hansen) – Individuals who hold the CRPC® designation have completed a course of study encompassing pre- and post-retirement needs, asset management, estate planning strategies and the entire retirement planning process using models and techniques from real client situations.

Portfolio Manager (Brian Rayfield, Claudia Hansen) – This designation allows a select group of Morgan Stanley Financial Advisors to offer portfolio management services directly to their clients, rather than delegating that responsibility to third-party portfolio managers.


Meet The Rayfield-Hansen Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The Rayfield-Hansen Group today.

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