The Haunn Group’s philosophy starts and finishes at a different place – above the horizon. We focus on what a client values before focusing on the value of what they own. The primary objective is to help clients make wise decisions surrounding their wealth.
Planning based on your stage in life
Plans have a focus on accumulation of wealth as you strive to become financially independent. You work for Money.
Plans are focused on protecting your resources as wealth begins to work for you. Money works for you and starts to build excess.
At this stage, the Plan shifts from protection and accumulation of wealth to the transfer of resources and excess.