|Financial Planning Services
Haas financial planning process starts with a two-hour fact finding
session to document your financial status and learn about you. Your
initial consultation is free of charge.
detailed audit of your insurance and investments, we consult with your
other advisors, including your accountant, trust administrator, and
attorney. Then we create and present you with a custom plan, complete
with recommendations specific to your situation.
When you are 100% satisfied with your personal
financial plan, the implementation phase begins.
We continue to meet with you for regular updates
and reviews for as long as you need us.
Haas Financial Planning Process has developed an oustanding reputation within the financial services industry.
Areas of Consultation
- Financial Goals
- Retirement Options
- Risk-Taking Propensity
- Educational Funding
- Investment Needs
- Insurance Needs
- Estate Analysis
- Savings Reserves
- Proper Use of Corporate Dollars
- Tax-Favored Investments
- Retirement Plan "Funding Policy"
- Money Management
- Tax Analysis and Planning
"Guidance is more than
just laying out a course of action. It's the follow through that gets
it done. That's why we're here."
Donald Ray Haas, Founder