- important to wealth management
The financial planning process is key to wealth management for individuals and families. At Haisman Wealth Management, Inc. a CERTIFIED FINANCIAL PLANNER™- practitioner will lead you through the process. This process will include establishing long-term financial objectives, analysis and recommendations along with a program to achieve your goals. We will review key areas to include estate planning, asset management and retirement planning.
Over the years, we have found that people who work with a Certified Financial Planner™ and have a written financial plan are more satisfied with their financial results.
A CERTIFIED FINANCIAL PLANNER™- practitioner directs all client planning at our firm.