Financial Planning

- a key to business success

For organizations the financial planning process is key to achieving the mission.  At Haisman Wealth Management, Inc. a CERTIFIED FINANCIAL PLANNER™- practitioner will lead your organization through the process.  This process will include gathering important information, along with analysis and recommendations, with the objective of presenting conscientious recommendations to your organization’s key personnel and board. We will review key areas to include business financial planning, asset management and retirement planning.

Over the years, we have found that organizations that work with a Certified Financial Planner and have a written financial plan are more satisfied with their financial results.

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