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
Brian Havermann, CFP®Financial Consultant
Abby Havermann Financial Consultant
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.