Meet the professionals who can help you pursue your goals

We help individuals and families pursue their ideal retirements.

Meet The Team

Brian and Abby combine their talents to deliver smart financial advice rooted in a thorough knowledge of the economy and the securities and insurance markets, as well as a keen ear for learning who you are as a person and the sometimes differing needs of a couple.

Our clients include:

  • Pre-retired and retired individuals who want their hard-earned money to create an enjoyable life after work ends
  • Women who are committed to taking charge of their financial future.
  • Couples who want to be sure each spouse’s needs are taken care of even if one takes more of a lead in financial planning than the other.
  • Widows and widowers trying to make sense of their situation after losing a life partner.
  • Divorced individuals who are adjusting to a new financial picture
  • Business owners seeking to take care of their families and employees

Some characteristics of our clients are …

Individuals and Couples who:

  • are willing to engage in a reciprocal, honest and transparent relationship with their financial professional
  • understand finance well but don’t want to manage their own money
  • are terrified of making financial mistakes and want to rely on a trusted advisor to help them make decisions
  • get excited about mapping out and taking an active role in designing their financial future
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Brian Havermann Financial Consultant

Brian Havermann Financial Consultant

A strategic thinker with over a quarter of a century in the industry, Brian uses his experience to deliver customized investment advice and retirement plans. 

Growing up the fifth of 10 children in a one-income family, Brian always felt financial freedom was out of reach — that is, until high school, when he came across an illustration showing how a $2,000 annual investment into an IRA for 40 years could grow and become the pathway to financial freedom. Brian knew saving $2,000 a year was achievable for almost anyone. Not only did he want to do it, but he wanted to help others achieve their financial goals as well.

For as long as he has been trading stocks, Brian has been playing softball, and he has an accomplished recreational career. When he is not thinking about stocks or softball, he often can be found shooting hoops outside with his older boys or drawing pictures with his younger son.

About Brian
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Abby Havermann Financial Consultant

Abby Havermann Financial Consultant

An authenticity enthusiast, Abby’s first career was as a licensed clinical social worker. Abby draws on her clinical background to help women and couples uncover and address their fears, hopes and desires as well as the anxieties associated with retirement planning. Smart, effective financial plans are crafted meeting both financial and emotional needs. In 2007, Abby passed her Series 7 securities exam, and she went on to pass her Series 65 exam and obtain her insurance license. When she’s not hanging out with Brian at her older son’s baseball games or snuggled on the couch reading to her younger son, you will most likely find Abby either at the gym or huddled in a corner of a coffee shop, writing.

About Abby
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Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Schedule a Meeting
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Or give us a call at 303.463.0436