peace through planning
Providing peace of mind through trusted financial planning.
Hattig Financial has decades of experience in financial planning and wealth management, successfully leading clients just like you into and through retirement.
We believe partnerships require trust, and with that foundation, we work together to develop a financial plan that works for real life while giving peace about your financial future.
The personal relationship with each client, along with the integrity to do what is best for you, every time, is our guiding principle.
Joshua Hattig, CFP®, has Certified Financial Planner™ accreditation. As a CFP® professional he has completed extensive training and is held
to rigorous ethical and fiduciary standards.
Our commitment is to have your best interest at heart in every circumstance.
partnerships
require
trust
“A horse gallops with his lungs, perseveres with his heart, and wins with his character.”
– Tesio –
Josh Hattig
President
My strong work ethic and determination took root over 30 years ago when my dad and I began breeding, training and showing reining horses. It took strategy, years of dedication and no shortcuts to turn it into a championship program. Together we can look back and say, “Job well done.”
The lessons, life experiences and hard work the horse program taught me, have served me well in running Hattig Financial the past 25 years.
Long lasting relationships, always doing what is best for my client, truth and integrity, are priorities to me and our company.
God willing, I will continue to serve my clients this way for decades to come.
A CFP® professional is held to
rigorous and ethical fiduciary standards.
integrity
truth &
Sr. Wealth Advisor
01
Discover
A relaxed, caring, truthful connection about your priorities, how your current strategy aligns with dreams and fears. We begin to understand what you are looking for in an advisor.
02
Plan
Skillfully, with focused creativity, we develop a plan that reflects your priorities. Key ingredients include; distribution timing, downside protection, growth of long term assets and tax management.
03
Implement
Once the relationship has been identified, prioritize necessary adjustments and begin with the most critical improvements first.
let's take the next steps together
04
Relationship
We define the ongoing review process. The intent is to be ahead of your ever changing needs. A high quality, lasting relationship is developed.
A person may plan his own journey, but the Lord directs his steps.
– Proverbs 16:9 –
Hattig Financial Company has been serving the local community of Longmont, Colorado, as well as clients across the country, for more than 20 years.
We would love to get to know you.
Connect With Us!
