Financial planning


-  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.

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