Call us at: 239-939-3235.
Click here for our address and a map of our location.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of Florida or if you are not a Florida resident we will take the necessary action to comply with the security laws of your state.
Fee-based advisory services are offered through Haisman Wealth Management, Inc., a registered investment advisor. Haisman Wealth Management, Inc. only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements.
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.
Back to the top