Financial Services
You are always welcome at our firm, there is never a fee to meet with us and there is no account minimum.
Today we serve clients in over 20 different states. They range in age from 1 to 100 years old. In a number of cases we are working with the third and even fourth generation of some families.
There is never a wrong time to begin investing. Whether you are starting your first account or have been retired for many years, we will work with you to achieve your financial goals
Providing you with financial planning, investments and service is the basic purpose of our firm. Our goal is to provide these benefits to you and your family at the highest level of quality, professionalism and friendliness that we can.
Financial Services
There is never a wrong time to begin investing. Whether you are starting your first account or have been retired for many years, we will work with you to achieve your financial goals
You are always welcome at our firm, there is never a fee to meet with us and there is no account minimum.
Today we serve clients in over 20 different states. They range in age from 1 to 100 years old. In a number of cases we are working with the third and even fourth generation of some families.
Providing you with financial planning, investments and service is the basic purpose of our firm. Our goal is to provide these benefits to you and your family at the highest level of quality, professionalism and friendliness that we can.
Financial Planning
Successful financial planning is a lifelong activity. We take the time to get to know you and become familiar with your circumstances and goals.
Our financial team helps you develop a plan that is straightforward and effective.
Analyzing income, investments, obligations and responsibilities provides the framework of your plan.
Striving to keep things simple, together we address financial issues and implement effective practices to help you achieve success.
Coordination with tax preparers and attorneys are often key components.
Financial Planning
Successful financial planning is a lifelong activity. We take the time to get to know you and become familiar with your circumstances and goals.
Our financial team helps you develop a plan that is straightforward and effective.
Analyzing income, investments, obligations and responsibilities provides the framework of your plan.
Striving to keep things simple, together we address financial issues and implement effective practices to help you achieve success.
Coordination with tax preparers and attorneys are often key components.
Investments
In today’s investment world, there are quite literally tens of thousands of investment choices available to all of us.
There are however, basically only two investment objectives. One is capital appreciation or growth, most often through the stock market. The other is capital preservation and income generation. This often involves the bond market and fixed interest accounts.
Our research focuses on finding what we think and hope will be the best quality investments for each of our clients, striving for diversification and balance. We continually endeavor to improve investment quality and simplify matters.
After completing an investment profile and defining your unique financial objectives, our representatives work with you to build and manage your investment portfolio.
Some of the common investments we offer are:
- Mutual Funds / Common Stocks
- Exchange Traded Funds (ETF)
- Bonds / Fixed Annuities
- Money Market Funds
- Variable Annuities
- Real Estate Investment Trusts (REIT)
Investments
In today’s investment world, there are quite literally tens of thousands of investment choices available to all of us.
There are however, basically only two investment objectives. One is capital appreciation or growth, most often through the stock market. The other is capital preservation and income generation. This often involves the bond market and fixed interest accounts.
Our research focuses on finding what we think and hope will be the best quality investments for each of our clients, striving for diversification and balance. We continually endeavor to improve investment quality and simplify matters.
After completing an investment profile and defining your unique financial objectives, our representatives work with you to build and manage your investment portfolio.
Some of the common investments we offer are:
- Mutual Funds / Common Stocks
- Exchange Traded Funds (ETF)
- Bonds / Fixed Annuities
- Money Market Funds
- Variable Annuities
- Real Estate Investment Trusts (REIT)
Retirement Planning
Retirement has a different and uniquely personal meaning for each of us. Hopefully it will be a great opportunity to begin a new chapter in your life. Helping you to prepare for retirement is an important service we provide to all of our clients.
We strive to have it be a decision based on your preferences, not economics. Even after you have stopped working, we continue to be at work for you, monitoring the investments and providing any needed withdrawals.
There are numerous retirement investment plans available. Our representatives will advise you on your options and help guide you along the way. Our whole firm is at your service and ready to help. Some of the plans available include:
Retirement Planning
Retirement has a different and uniquely personal meaning for each of us. Hopefully it will be a great opportunity to begin a new chapter in your life. Helping you to prepare for retirement is an important service we provide to all of our clients.
We strive to have it be a decision based on your preferences, not economics. Even after you have stopped working, we continue to be at work for you, monitoring the investments and providing any needed withdrawals.
There are numerous retirement investment plans available. Our representatives will advise you on your options and help guide you along the way. Our whole firm is at your service and ready to help. Some of the plans available include:
Estate Planning
You have worked hard to build your assets.
What happens with your assets after you’re gone is the subject of Estate Planning. It is an important part of the overall financial planning process and an area of our firm’s expertise.
There are numerous aspects that should be clearly identified including the naming of beneficiaries, establishing joint ownership of assets, gifting of assets along with your will and the use of trusts as needed.
The planning is unique for each of us but adds a great amount of clarity once properly done.
You will want to make sure they can continue into the future and help those you care about.
Estate Planning
You have worked hard to build your assets.
What happens with your assets after you’re gone is the subject of Estate Planning. It is an important part of the overall financial planning process and an area of our firm’s expertise.
There are numerous aspects that should be clearly identified including the naming of beneficiaries, establishing joint ownership of assets, gifting of assets along with your will and the use of trusts as needed.
The planning is unique for each of us but adds a great amount of clarity once properly done.
You will want to make sure they can continue into the future and help those you care about.
Insurance
Part of financial planning often includes a risk management strategy using insurance to help fill your needs for protecting your family’s or business’ financial security.
Our financial professionals can help find the right solution for your needs and circumstances. Some solutions include:
Insurance
Part of financial planning often includes a risk management strategy using insurance to help fill your needs for protecting your family’s or business’ financial security.
Our financial professionals can help find the right solution for your needs and circumstances. Some solutions include:
Dave Ramsey SmartVestor Program
Jeffrey Hahn, CERTIFIED FINANCIAL PLANNER™ is a SmartVestor Pro who is committed to helping you achieve your financial goals of eliminating debt and investing for the long-term. By using Dave Ramsey’s “Baby Steps Program” you can take control of your financial future.
Notary Services
Notary services are available by a duly appointed Notary Public for your important documents during regular business hours or by appointment and are free of charge.
Dave Ramsey SmartVestor Program
Jeffrey Hahn, CERTIFIED FINANCIAL PLANNER™ is a SmartVestor Pro who is committed to helping you achieve your financial goals of eliminating debt and investing for the long-term. By using Dave Ramsey’s “Baby Steps Program” you can take control of your financial future.
Notary Services
Notary services are available by a duly appointed Notary Public for your important documents during regular business hours or by appointment and are free of charge.
