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 which ensures that your best interest is at heart.
As a CFP® professional, he has completed
extensive training and is held to rigorous ethical
and fiduciary standards.
“A horse gallops with his lungs, perseveres with his heart, and wins with his character.”
– Tesio –
President & CEO
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 20 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 required to act in your best interest.
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.
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.
Once the relationship has been identified, prioritize necessary adjustments and begin with the most critical improvements first.
let's take the next steps together
We define the ongoing review process. The intent is to be ahead of your ever changing needs. A high quality, lasting relationship is developed.