Offering a consultative approach & process for your unique goals.
Our Wealth Management process revolves around goal setting, planning, and execution. At Haug Wealth Management, we help clients identify, prioritize, and pursue the goals most important to them.
Our process starts with an initial discovery meeting focused on where you are today, where you would like to be, and what you are currently doing to get there. We collaborate to complete a comprehensive financial plan through a review of your current assets, liabilities, and cash flow against future financial goals. Once we have an accurate picture, we will have a strategy meeting to discuss a plan of action designed to accomplish your goals. Finally, we help you implement the plan’s strategies and regularly review to ensure stay focused on your goals.
OUR MISSION
At Haug Wealth Management, we help clients work toward their goals by focusing exclusively on their needs, values, and objectives. We endeavor to provide top notch service at every opportunity and keep our clients needs at the top of mind.
Investment Services
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuities
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Financial Planning Services
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Financial Planning Services
Money Purchasing Plans
Profit Sharing Plans
Knowledge is power.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.
GET STARTED
Let’s talk more about your goals.
619-487-9044
james@haugwealth.com
SmartVestor
Dave Ramsey is one of America’s most trusted voices on money and business matters. He is a personal money-management expert, radio personality, and author of numerous books. James Haug shares Dave’s beliefs about financial education and retirement planning are rooted in the same beliefs as Haug Wealth Management. By having the mindset to help clients reach their highest potential, Haug Wealth Management dedicates the time needed to listen to your goals and educate you on your investment options.
So, what does it mean to be a SmartVestor Pro?
To be designated as a SmartVestor Pro, an Advisor must agree with a defined code of conduct as well as agree philosophically with the financial planning principles espoused by Dave Ramsey and his Ramsey Solutions program. Principles include, but are not limited to:
Eliminating debt and investing for the long-term is the ideal way to build wealth and prepare for retirement.
Commitment to prompt and responsive client service and work with all clients regardless of account size, preferences, or background.
Do not offer proprietary products and believe that long term financial success significantly depends on the client being educated and understanding their personal finances, investments, and overall financial plan.
Why use a Smartvestor Pro?
SmartVestor Pros will work with you to create a plan to help you work towards your goals. They have the heart of a teacher, not the attitude of a salesman. They're also more than just a "financial planner", they're someone you can relate to and share your dreams with.
Neither Dave Ramsey nor SmartVestor are affiliates of Haug Wealth Management.