Q
How do we work with you?
- Free consultation call (initial meeting, data review, relationship proposal)
- Discovery phase (deep dive into how you feel about money and what matters most to you)
- Financial plan review meeting (what we observed, next steps to take, by whom, by when)
- Ongoing review meetings (quarterly meeting model)
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Who do we typically work with?
- People with big questions such as “How do I transition to retirement” or “How do I know if I’m on track to reach my goals”
- People in transition where planning helps answer time-sensitive questions through a long-term lens
- For these reasons, if there is anyone that you care about, that could benefit from a second set of eyes, Haas Financial Group would be glad to help them.
Q
Do I have to pay for the first meeting?
No, the first meeting is free and is a working meeting where we will get to know you as you get to know us. We want to determine if we are a fit for you and if you are a fit for us by sharing our philosophies to see if they are aligned and by starting to answer your questions. Bring your financial questions with you.
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What kind of financial advisor are you?
Fiduciary, fee-based, CFP®
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Our investment philosophy
- Goal based investing and focusing on what we can control; risk
- Manage risk through diversification, not market-timing
- Independence from products and services
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Why should I hire you instead of doing this myself?
- A lot to figure out on your own
- Don’t want to make mistakes. We’ll keep you from going down dark alleys you don’t know about
- Help you make decisions with confidence (with a digestible amount of info)
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Who is not a good fit for HFG?
- If you are solely focused on investments and trying to beat the market
- You want a magic bullet or a “one size fits all” product
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How do you get started?
Click here to schedule an introductory meeting with us.
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What is a CERTIFIED FINANCIAL PLANNER™
- Here’s what’s required to hold a CFP®:
- Education
- Examination
- Experience
- Ethics
- Important to look for the CFP® designation when considering who to hire for your financial planning
Q
Who are our business affiliations?
To best serve you, we have aligned ourselves with multiple companies.
- LPL Financial is the broker/dealer for our business. Their role is purely administrative: executing trades, maintaining our registrations, and record-keeping. They also have another very important function: they are the primary custodian for your assets. Your assets are never physically located with us or with U.S. Financial Advisors – they are always with a custodian.
- U.S. Wealth Management and U.S. Financial Advisors are the entities through which we provide investment advice and financial planning services.
- U.S. Insurance Brokers (USIB) is the entity through which we provide insurance advice and services.