Jalene Hahn (CFP®, MBA)
Jalene Hahn focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Charitable Giving
- Estate & Generational Planning Issues
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
WWA Planning & Investments takes a goals based approach to planning. We work with our clients to clarify their goals, prioritize what's most important and focus on the steps needed to achieve those goals. Our typical clients are Cummins employees, busy professionals and individuals preparing for lifestyle transitions -- retirement, career change, widowhood or divorce. Our core competencies are Retirement Income Planning, Tax Management, Asset Allocation and Investment Management, Financial Coaching and Transition Management.
Additional Information
I enjoy working with a variety of people on a variety of topics. My passion is financial literacy and making sure people have enough knowledge to make informed decisions about their financial future. I work with single women - either widowed, divorced or never married and employees of Cummins, Inc.
NAPFA Start Date
June 17, 2005
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