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.
Employee and Employer Benefits Planning
- a key to wealth management
We and our firm’s financial planning consultants can assist in the analysis, selection and coordination of various non-salary benefits which commonly include: