Our goal is to help align your personal values, vision and wealth. We do this by taking the time to understand your goals, what you hope to achieve, and also what you hope to avoid. Our approach is to first discover and understand all of your resources so we can find efficiencies in your financial life.
We will then help you and your family create a personal financial plan that will adapt to new challenges in the market and economy, as well as the constant changes that take place in your life. This holistic, proactive plan will align your vision into a simple, easy to understand roadmap with clear milestones so you know where you are on your path to financial well-being.
You can rest assured that we are as dedicated to your success as you are. That’s where our passion emanates from; in the relationships we have with you, in the successes we celebrate together and the compassion we provide through the difficult times. That has been and will always remain our focus.
To best serve you, we have aligned ourselves with multiple companies. These different companies and service providers will periodically provide you (either by mail or electronically as designated by you) statements, trade confirmations, and performance reports. The exact details will depend on how we implement the different parts of your financial plan. We will take the time to explain what you'll be receiving and why.
Haas Financial Group (HFG)
Haas Financial Group is our firm brand name, and we believe in the power of personalized planning. Hence, our goal is to find and provide you with a wide range of products nad services to best meet your needs. To do so, we will leverage our external partners, which are the different institutions through which we provide investment advice, insurance, and asset managements. This is necessary because each area of financial services has its own standards and regulations.
U.S. Financial Advisors (USFA)
USFA is the entity through which we provide investment advice and financial planning services.
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. They custodian ensures that no one is able to access your accounts and your money without your authorization. This is why you never make a check payable to Haas Financial Group.
U.S. Insurance Brokers (USIB)
USIB is the entity through whom we provide insurance advice and services. USIB partners with Pinnacle Insurance and Financial Services, LLC.
Haas Financial Group, U.S. Financial Advisors, U.S. Insurance Brokers, as well as Pinnacle Insurance and Financial Services LLC are separate entities from LPL Financial.