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.
Recommended Reading for Affluent Families
– from our financial planning education series
On Your Own
Alexandria Armstrong, CFP®
Mary R. Donahue, PhD
A widow’s passage to emotional and financial well being.
In this updated and revised fourth edition of this bestselling classic, you will follow the stories of four widows of different ages and circumstances whose road to recovery illustrates how you can best achieve emotional & financial well being. Click here to learn more..
The Ultimate Gift
Jim Stovall
“At age 24, Jason Stevens knows that all the best things in life can be bought. Until his billionaire uncle makes a bequest from the grave that threatens to redefine his greatest asset of all ……….his character”
Barron’s Finance & Investment Handbook (6th Ed)
by John Downes, Jordan Elliot Goodman
Back to the top