At Haines Financial, LLC, we are exceptionally passionate about helping our clients properly prepare for tomorrow while fully living today. Through hard work, attention to detail and unwavering dedication we guide our clients through a multi-step process of defining their goals, designing and implementing a strategy to work toward their goals and most importantly helping them enjoy their dreams as they live them. As a team, our mission is to be stewards of our clients’ financial well being through diligent income planning and disciplined wealth management. In order to achieve our mission we follow four fundamental concepts:
Build Deep, Long Lasting Relationships| We strive to build and maintain solid relationships by regularly communicating with our clients and hosting various client events throughout the year. We work hard to provide our clients with the support they need and the respect they deserve.
Engage in Sound Planning| Whether you are doing a 401(k) Rollover, IRA Consolidation, setting up an Investment Account, buying Life Insurance or creating a Financial Plan, we feel that every transaction should result from sound planning. A thorough understanding of your goals, financial position and risk tolerance are imperative in the determination of suitable advice.
Dedication to Ongoing Education| We further our professional knowledge through continual research as well as further achievement of designations and certifications. With this knowledge, we are able to further educate our clients on opportunities and risks that may affect their unique situation.
Employ Innovative Technology| We are committed to the continual improvement of our technologies that will assist in better client communication, investment analysis and wealth planning.
No matter your goal or net worth, we pride ourselves in delivering the same personal attention to each client. We invite you to take a further look at our Team and our Services. If you have any questions about your current financial situation or wish to schedule a no-cost consultation, please call us at (910) 679-4370.