Von Haefen Financial Management
Von Haefen Financial Management focuses on your goals and works with you on all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more—to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.
Financial Planning isn't just about investments. Financial Planning is coordinating your entire financial picture to make sure it's working for you, not against you. We structure your financial plan based on what's important to you. By understanding your goals, values, and needs, we can better assist you on your financial journey.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.