Lauren Zangardi Haynes (CFP®, CIMA®)
Lauren Zangardi Haynes focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Generation X
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- Entrepreneurs
- Generation X
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Investment Analysis and Implementation (including SRI/ESG Investing)
Retirement Coaching and Planning
Crafting your legacy
Cash Flow Analysis
Retirement Plan Management
Additional Information
Our financial planning process at Spark Financial Advisors is designed to empower business owners to make consistent progress on their financial goals, freeing up their time and energy so they can focus on the things that matter most to them. We help business owners design and build fulfilling lives.
We understand that money isn't just about numbers. That's why all of our financial planning engagements start with life planning where we get to know you, your values, and what you want you life to look like. Spark Financial Advisors serves clients locally in Richmond and Williamsburg, VA but we also work with many clients virtually.
Click here to book a free call!
Our financial planning engagements cover cash flow, retirement planning, investments (including Socially Responsible Investing), tax planning, insurance review, college planning, charitable planning, exit and estate planning.
We also provide Fee-Only 401(k) plan services to small business owners who are seeking to retain top talent, save more money for retirement, and potentially reduce their tax burden.
NAPFA Start Date
June 01, 2016