Haines Financial

Who We Are

At Haines Financial LLC, we want to help you realize your dreams. Whether retirement is 10, 20 or 30 years away, we can put our experience and passion to work for you.

We offer a variety of services to help you meet your personal and financial goals, no matter what your stage in life: 401(k) rollovers. Alternative investments. Investment evaluations and management. Disability planning. Divorce planning. Inheritance investment. Investment accounts. IRA transfers. Life insurance. Long-term care planning. We can help.

First, we will talk with you about what you want to do. Then, we will analyze your assets and expenses, develop a budget and create a wealth plan designed to help you work towards your financial goals.

Establishing a plan is just the first step. Our team provides hands-on service for our clients. No matter what your net worth, you will receive the same personal attention. Through phone calls, local seminars, online tools, and comprehensive, professional research, we want to ensure you get the support you need. This is because we believe clients who understand their current situation are better prepared to successfully make sound decisions about their financial future. And, with our real-time, online Wealth Vision service, you can see how your accounts are performing any time you want.

Please take a look at the information on this site. If you have any questions about your current financial situation or wish to schedule a no-cost consultation, please give us a call at (910) 679-4370.

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