
services we offer



My years of experience in the financial industry give me the knowledge to ask the right questions and to listen to my client. There is no “one size fits all”.
Your financial plan is personal to you. I do what is best for each individual person and family.
ask and
listen

financial planning & wealth management

Create
Retirement Income Planning
Social Security Maximization
PERA / Pension Planning
Tax Efficient Strategies
Death Benefit Planning
Manage
Retirement Distribution
Investment Management
Asset Strategy
IRA / 401 (k) Management
Tax Efficient Non-Qualified
and Trust Management
Annuities
Managed Accounts
Mutual Funds
Stocks
ROTH Conversions


Steward
Estate Distribution Management
Asset Titling
Beneficiary Designations
Long Term Care Planning
Life Insurance
Charitable Giving
IRA / RMD Qualified Charitable Donations



For where your treasure is, there your heart will be also.
– Matthew 6:21 –
Hattig Financial has trusted relationships with professionals who offer additional services to our clients. We offer referrals for trusts, probate, estate planning and tax planning.


Privacy Policy | Terms of Use | FINRA Broker Check | Order Routing | Margin Account Disclosure | Compensation Disclosure
© 2021 All Rights Reserved. Hattig Financial