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phone    856.722.5300
email      firm@hfco.com

Financial Planning

Does your current financial advisor understand your tax and business situations? Do they incorporate this knowledge into a comprehensive plan to help you achieve your life goals? At Haefele Flanagan we use our expertise, commitment, and years of experience to help build a personal financial plan that can help you meet all the challenges you may face at different points in your life.

At Haefele Flanagan we use a team approach and pull from our combined and unique experience and expertise. We begin our approach by assisting you in defining your financial goals for both the short and long-term. We analyze your current financial position so we thoroughly understand where you are now and where you would like to be in the future. Our advisors then assist you in developing a path to reach your financial goals and develop sound strategies to help get you there.

In addition to CPAs, we also have Certified Financial Planners™, personal financial specialists, and registered investment advisors on staff to help you plan to meet your goals.  If your current advisor is not helping you plan to meet all your goals in life please contact us to help.

Our services include:

  • Prepare for and meet your financial needs over both the short and long-term
  • Determine your retirement needs and methods to accumulate the resources required to meet them
  • Building funds for your children’s or grandchildren’s education
  • Developing, implementing, and updating an estate plan that achieves your goals
  • Evaluating the your life, disability, and long-term care insurance
  • Analyzing, and helping you structure your investments to align you with your financial goals
  • Wealth planning

 

Estate Planning

The estate planning process can be complex. You need a trusted advisor who understands that estate planning is more than just writing a will. Estate planning can help families in creating, using, preserving, and protecting their wealth.

At Haefele Flanagan, we have advisors to guide you through the estate planning process. Our consultants work with clients’ attorneys and other financial advisors to comprise an effective estate planning team. We aim to create a personalized estate plan that will improve the wealth and comfort of our clients.

Our services include:

  • Limiting estate taxes by setting up trust accounts in the name of  beneficiaries
  • Creating/updating beneficiaries on plans such as life insurance, IRAs and 401(k)s
  • Establishing annual gifting to reduce the taxable estate
  • Setting up durable power of attorney (POA) to direct other assets and investments