Financial Services Information
What is financial planning? The process of financial planning is to establish, monitor and adjust a set of strategies for achieving your long term financial goals. Necessary in any financial plan are your goals, both for your retirement through systematic investing and for the possibility that you won't make it to an age where you have accumulated the necessary assets for your family.
The Haudenschild Group is experienced in assisting clients with the process of assessing your current situation, and building a plan to help you meet your mid and long term goals, and establishing plans to take care of commitments, both currently and through your estate plan.
We have a wide range of investment products to help you accumulate funds through your working years, as well as vehicles designed to protect your monies in your retirement. Many of our clients are enjoying lifetime guaranteed income through our planning and product strategies.
If you own a business, we can assist you in the establishment and management of a 401k plan, help you establish a funded succession plan, and help you protect the business through key person insurance and buy-sell agreements.