Trevor Hanson Founder, President, Wealth Advisor

Trevor Hanson Founder, President, Wealth Advisor Founder, President ApexFlow Wealth Management | Financial Advisor, RJFS
We help create purposeful plans that fit real lives.

Twenty-six days until UNSPLODE hits shelves. This book started as two guys arguing about which mattered more, money or h...
09/03/2026

Twenty-six days until UNSPLODE hits shelves.

This book started as two guys arguing about which mattered more, money or health. It ended with us realizing the answer is both, and nobody's actually planning for either. Presale is open now (link below). Tag someone who needs to read this.

geni.us/unsplode

09/02/2026

The retirees who regret their Social Security decision almost always made it alone. Not because they made a bad choice. Because they made a permanent choice based on one variable, usually 'how much do I get if I claim now,' without modeling the other five that actually matter. Your spouse's benefit. Your tax bracket the year you claim. What happens if one of you lives past ninety-five. What else you're drawing from that year. What happens to your survivor benefit if you go first. Claim at the wrong time for the wrong reason, and there's no redo. If you're within five years of claiming and haven't run the full model, comment 'SS' and I'll send you the questions we walk every retiree through first.

Most people can tell you exactly how much they have invested. Fewer can tell you why.That gap is where financial plans q...
08/31/2026

Most people can tell you exactly how much they have invested. Fewer can tell you why.

That gap is where financial plans quietly stop working, often years before anyone notices. Six signs to watch for in your own plan, swipe through.

08/28/2026

My dad kept his word on a handshake deal, even after his own company told him to break it.

Here's what that taught me, and why I started this company.

Most business owners plan their exit way too late.The average owner gives themselves about eighteen months before they w...
08/26/2026

Most business owners plan their exit way too late.

The average owner gives themselves about eighteen months before they want out. The owners who get the outcome they actually wanted started five to ten years earlier instead. Clean financials, a business that runs without you, and a number that reflects what you need, all of that takes years, not months.

If you own a business, comment EXIT and I will send you the framework we walk owners through.

08/24/2026

Most business owners start planning their exit about eighteen months before they want out. The owners who actually get the outcome they wanted started five to ten years earlier. That gap isn't about ambition. It's about not knowing what 'ready' actually requires. A clean set of financials. A business that runs without you in the room every day. A number that reflects what you actually need your life to look like after the sale, not just what a buyer offers. None of that gets built in eighteen months. All of it gets built in five to ten years, quietly, alongside everything else you're already doing. If you own a business and haven't mapped out what your exit actually requires, comment 'EXIT' and I'll send you the framework we walk clients through.

Wealth management does not usually look like the stock photos suggest.My mornings start with a workout, long before most...
08/20/2026

Wealth management does not usually look like the stock photos suggest.

My mornings start with a workout, long before most inboxes wake up. My team argues with each other before a plan ever reaches a client, because that is where the good ideas survive. And this year, a trip to Egypt with my family happened because we built it into the calendar on purpose.

What would you want to know about how we actually build a plan? Take a brief look inside, then ask below.

08/18/2026

Before financial planning, I was an F-16 crew chief. My job was to catch what everyone else missed.

That habit never left me. Watch what one missing bolt still teaches me about managing your money.

There are two phrases we try to eliminate from our company vocabulary:"I assumed…""I figured…"Those two words create mis...
08/04/2026

There are two phrases we try to eliminate from our company vocabulary:

"I assumed…"
"I figured…"

Those two words create missed deadlines, miscommunication, and disappointed teammates.

We don't assume. We clarify.

We don't figure someone else is handling it. We confirm.

Accountability isn't just about finishing the task. It's about making sure the task gets done. If you're unsure, ask. If you committed to something, follow through. If plans change, communicate early.

Strong teams aren't built on assumptions. They're built on ownership.

The standard is simple:

Say what you're going to do.
Do what you said you were going to do.
If something changes, communicate before it becomes someone else's problem.

The little habits define the culture. And culture determines the outcome.

Replace "I assumed" with "I confirmed."
Replace "I figured" with "I followed through."

07/27/2026

My dad shook a man's hand in the Middle East and it nearly cost him his job.

He'd made an agreement with a local leader, approved by the company he worked for. Later, the company got cold feet and wanted to renegotiate. My dad said no. He'd looked this man in the eye and given his word. As far as he was concerned, that was the contract, paperwork or not.

A senior executive was furious. There was a formal investigation into my father's conduct. When it was over, the investigators sided with him. The executive pushing to break the deal was the one found to be in the wrong.

I was a kid watching this happen from the outside, but it planted something in me that never moved: integrity isn't tested when it's convenient. It's tested when it costs you something.

I've built ApexFlow on that same bet. That doing right by people, even when it's slower or less profitable in the moment, is the only version of this business worth running. My dad didn't teach me that with a lecture. He taught me by nearly losing his job over a handshake.

I hope my kids are watching half as closely as I was.

Address

1371 E 2100 S Ste. , 100
Salt Lake City, UT
84105

Telephone

+18019075356

Website

Alerts

Be the first to know and let us send you an email when Trevor Hanson Founder, President, Wealth Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Trevor Hanson Founder, President, Wealth Advisor:

Shortcuts

Share

Category