How We’re Different
The value we place on long-term relationships translates directly into benefits for our clients—
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Reduced management fees: typically 1% or less for portfolio management.
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Personalized service: a highly skilled team, dedicated to knowing your specific financial needs.
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Highest industry standards: practices and technology that deliver the greatest impact to your financial plan.
WHAT WE DO FOR YOU
At Hattig Financial, we consider it a privilege to serve you and your family for a lifetime. We offer a wholistic approach to wealth building and preservation, holding the belief that having financial peace of mind positively impacts all areas of your life. Our goal is to make the best decisions possible for you, while empowering you to take an active role in your financial future.
We work with financial and technology partners that are both innovative and like-minded, bringing not only expertise, but purpose, to your investing. We offer superior services in each of the areas below for a diversified approach to long-term success:
Wealth Management
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Investment and Portfolio Management
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Portfolio and Distribution Tax Efficiencies
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Comprehensive, Personalized Financial Plan
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RightCapital Advanced Planning and Aggregation
Guidance & Expertise
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Expert Advice through all Financial Stages of Life
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Ongoing Monitoring and Adjusting
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Relevant Education, Updates and Communication
Family Protection
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Education Planning
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Life Insurance and Long-Term Care Planning
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Purposeful Planning for Active Charitable Giving
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Referrals to Legal and Tax Professionals
Legacy Planning
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Charity and Family Giving
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Generational Transfer of Wealth
Retirement Planning
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Income Planning for Retirement Lifestyle (2nd home/2nd career/travel/downsizing/hobbies)
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Social Security Maximization
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Management of Assets and Timing of Distributions
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Support and Guidance for You and Adult Children through Life Transitions
We provide our clients access to RightCapital, an exceptional, fully customizable financial planning and aggregation tool that merges planning and account/portfolio management into one platform. This allows us to engage interactively, track and modify every aspect of your plan, and observe real-time changes. Our proficiency in this platform helps shape our strategies for effective management and client relations!
WHO WE SERVE
We are in the business of caring for people! Our clients are hard-working, fun, great people who actively pursue good for their families and communities. They trust us as their advisor and friend. Over the past two-plus decades, our services and client profiles have evolved. We are at our best when serving clients with these general criteria:
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Professionals
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Business Owners
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Pre-Retirees
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Retirees
$500,000+ in available, investable assets
prefer portfolio management under an advisor
stewards for their future and legacy
motivated by a secure and flourishing retirement
We’re eager to get to know you! Contact us today for a complimentary consultation or plan to attend one of our upcoming events.
Connect With Us!
