Haines Financial

Wealth Vision

Haines Financial, LLC strives to empower our clients to make sound financial decisions. In today’s society we find ourselves struggling with making the right call, not because we don’t know the answer or have the ability to act for ourselves but we simply are so confused on what we have, what we owe, where everything is, how much we are really worth, are we saving enough, are we protected if we lose our job, are we protected if we lose a loved one, what if we become disabled and the list goes on and on.

We have parented with Wealth Vision to allow our clients to have the answers to these questions and more, to allow them to have the confidence to make sound financial decisions. Please review the video and brochure to learn more about Wealth Vision.

A few of the key benefits to users of Wealth Vision:

• Asset Allocation Strategy*
• Major Purchase Planning
• Retirement Planning
• Education Planning
• Insurance Planning
• Cash Flow Analysis
• Debt Management
• Business Planning
• Estate Planning

Aggregate all of your financial information:

• Cash Flow Statements (Income & Expenses)
• Other Brokerage & Retirement Accounts
• Balance Sheet (Statement Of Net Worth)
• LPL Brokerage & Retirement Accounts
• Mortgages & Personal Loans
• Wills, Trusts & Tax Returns
• Financial Plans & Goals
• Insurance Policies
• Charitable Giving
• 401k’s & Pensions
• Real Estate

*Asset Allocation does not ensure a profit or guarantee against a loss