How We Can Help
It’s hard to pursue goals, let alone reach them, if you don’t have a strategy in place. And with ever-changing market shifts and changes in lifestyle and needs, it’s important that you proactively monitor your strategies and adjust as life or economic changes dictate. This can prove difficult without thorough knowledge of the markets and available investment opportunities.
At Haire Wealth Management, our mission is to help clients organize their finances so they can spend more time doing what they love. We understand that each client’s needs and goals are unique and, as a result, we are committed to creating comprehensive investment and financial strategies that fit the client’s circumstances and can grow with them over the years.
Whether a client is concerned with not having enough money to last through retirement or has questions about tax efficient legacy planning, we can help objectively answer questions they may have, such as:
- When can I retire?
- What’s the risk in my investment portfolio?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- Should I consider long-term care insurance?
- How can I create a steady stream of income that lasts through retirement?
- How can I get the most out of my 401(k) and/or IRAs?
Our goal is to help clients develop a financial roadmap and feel confident with their investment strategy. By offering education and guidance from an experienced team, we seek to help clients pursue financial independence.