Joseph Hanson, JD, EA
Joseph is a Senior Wealth Advisor with , an Attorney, and Enrolled Agent, he has also earned his Series 7 and Series 66 licenses through FINRA. He has taught courses in personal financial planning as a professor in the college of business at ORU and presents as an expert on tax and estate planning to other professionals through continuing education courses. He works as an advisor to financial professionals and attorneys to develop wealth protection & growth strategies for their clients involving: tax implications from settlements, dissolution of partnerships, dissolution of marriage, creditor workouts, entity formation tax consequences, wealth transfer tax avoidance, and more. He has crafted a niche working with families finances in the Tulsa, Oklahoma Area
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Sentiment Analysis
I have worked with Joseph and he provides outstanding advice and service for his Estate Planning clients.
Joseph's knowledge in solving complex legal issues is outstanding.
I feel confident in my next steps and am excited to move forward in reducing debt and improving quality of life.
My retirement grew 10% with Joseph at Burkholder Wealth Management last quarter, and I’m thankful to have gotten started investing with them pretty early in my career.
He’s very clear and precise, he explained everything in simple and easy to understand terms.
My firm refers all our clients to Joesph we highly recommend you work with him.
He’s helped me settle a dispute with a former business partner, draft operating agreements and contracts, and assisted with tax law questions.
Joseph has done legal work for me from small paperwork type items for handling a very large and complex business / real estate purchase.
Joseph is knowledgeable, timely and compassionate when dealing with clients.
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