Integrated Wealth Planning
Does your current plan…
Retain sufficient resources to protect your financial security and maintain your desired lifestyle?
Transfer what you want, to whom you want, when you want, the way you want it, at the lowest possible cost?
Direct your social capital in a manner consistent with your personal values?
We can update your current plan, or create a new one
Most people cannot answer all or any of these questions. Why? Their current plans focus on strategies, tactics and tools — “The How’s” and not the Mission, Vision, Values and Goals — “The Why’s”. The Haunn Group is here to help.