Troy Von Haefen
(CFP®)
This advisor specializes in the following areas of expertise:
- Tax Planning
- Advising Entrepreneurs
- Professional Athletes or Entertainers
- Middle Income Client Needs
- Advising Employee Benefit Plan Participants
- Cash Flow/Budgets/Credit Issues
Planning Specialties
If you're like most people, you have several pieces of your financial plan in place- you pay taxes, invest in the market, have some insurance, and maybe have a estate or retirement plan. However, it's likely that each of these pieces was developed independently and at different times in your life. It's also likely that you've never had all the pieces reviewed by someone who wasn't trying to sell you something. Regardless of how much money you have, you have financial concerns. At Von Haefen Financial Management, we help you address those concerns and work together to reduce your financial worry and build a more secure and enjoyable future.
Additional Information
Von Haefen Financial Management looks at your financial plan as a puzzle where all the pieces need to fit together. To do that, each piece needs to accomplish its own specific tasks as well as support the tasks of each other piece. We call this "life-integrated" financial planning, and we are experts in this area.
NAPFA Start Date
July 12, 2006
Industry Start Date
January 01, 2004