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Haas Financial Services  
Financial Planning Services

Our Process

The 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.

After a 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.

The 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
  • Gift-Giving
  • 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
 

Key Links
Financial Industry Regulatory Authority (FINRA) finra.org External link
Securities Investor Protection Corporation (SIPC) sipc.org External link

 

Business Continuity Plan (BCP)
Our firm's policy is to respond to a Significant Business Disruption (Business Disruption) by safeguarding employees' lives and firm property, making a financial and operational assessment, quickly recovering and resuming operations, protecting all of the firm's books and records, and allowing our clients to transact business. More...