Your investment needs change as your life moves through different stages from accumulation to retirement. At HAAS, each client is viewed as an individual not a risk classification. This allows us to adapt your investments over time for the desired results.



Your portfolio is monitored daily. If an investment is underperforming or the market turns against us, risk management controls come into action to protect your principal and gains.


Social SecurityAnalysis

When it comes to generating retirement income, Social Security is part of the puzzle. Our analysis helps you optimize payments from Social Security and retirement plans.


Receive Jim Fydroski's
monthly IPE Insights

The phrase “Sell in May and Go Away” refers to a seasonal investment strategy that includes the period from November to April...