+ Do I have to invest with you or can I do that on my own?

We have no mandate to use our investment management services.  With that said, many of our best relationships leverage us to manage their investments, asking us to follow the disciplined and proactive process we outline in our financial plans.

The Haas Financial Group puts the financial planning process at the forefront of our client relationships.  Our relationships are focused on your big picture and not just investing. We believe in the purposeful allocation of your savings aligned specifically with your goals and timeline.


Managing Investments By Myself.  Should I or Shouldn't I?