+ What makes the Haas Financial Group a good choice for me?
- Because of our independence, we are in a position to work with your accountant, attorney, and other trusted professionals to see tasks through to completion. We are not restricted by a bank or corporate parent who may limit our ability to recommend professional resources who can help in various aspects of your financial life.
- Accountability through a concise to-do list with clear expectations on who needs to do what ,and by when, with written next steps.
- We stay current so you don't have to (unless you want to). We pay close attention to what's happening in the world, the economy, the markets and financial trends in order to provide relevant feedback for your personal situation.
- We are cutting edge in our industry with technology, our financial planning process, and how we approach advice.
- Independently produced educational and informative content pieces authored by servicing advisors.