Haines Financial

We believe that financial planning is the most important feature in the process of guiding clients to work toward their dreams.  Just as you would not set out on a journey across the country without a proper road map, we feel you should not set out on the journey of life without a proper plan.

We utilize two methods of financial planning: comprehensive and modular, depending on your needs and your budget. 

• Comprehensive planning is used for clients who are looking for an all-inclusive review of their complete financial journey. With this service, we will provide a thorough analysis of your financial needs, considering everything from cash flow, net worth, retirement needs, insurance and taxes, to planning for college.
• Modular planning is used for clients who simply need to prepare for specific goals.  Using a menu of services, you choose the assistance you need, whether it's help with life insurance or rolling over a 401(k).

We work closely with our clients to determine the appropriate plan for their current situation.

*Financial Planning offered through LPL Financial