Each one unique. Within generations and across generations. Stories that need to be shared. Financial decisions that need to be made. And all needing professional advice to bring them to life. We listen first. Then we craft financial strategies that reflect your goals, including a proper investment solution, tax aware by design, and an estate solution reflecting your family values.
We are particularly valuable when people go through many life events:
THE IMPORTANCE OF A VALUED PARTNERSHIP
- I’m retiring
- My advisor has retired.
- Relocating or downsizing my home
- Receiving an inheritance or windfall
- Selling a business
- I’m getting a divorce
- I’ve lost a spouse or loved one
- I’m an executor
- I am starting to make some money and need guidance
Some of the best financial advice comes from having conversations about what matters to you and your family with an experienced advisory team. The values you hold dear that drive what you want for your family is the cornerstone for successful financial and estate strategies.
THE IMPORTANCE OF AN ONGOING FINANCIAL PLAN
We believe an up to date Financial Plan is key and the foundation to ensure financial success. We as a team understand that life is a journey, and we always need to take into account where you are in that journey. Our team takes into consideration factors like your comfort with risk, your previous investment experience, your short and long term goals, and how we can make your investment portfolio fit into your life plan. We create customized plans for your personal circumstances but understand events can change the best laid plans for a family – the birth of a child or grandchild, divorce, buying or selling a property or loss of a spouse or loved one can have a dramatic effect on a well-crafted financial plan. Whether it’s an inheritance, sale of a business, retirement or relocating , at Haefling Wealth Advisory Group we recognize these events happen and we can adapt you plan so it works through these life events. We will continually monitor and review your progress and make necessary adjustments along the way.