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How does the advisor help clients – Key Takeaways:
HAHN FINANCIAL SERVICES, LLC offers a range of financial services to help clients successfully manage their money and reach their financial goals. By providing expertise, personalized strategies, and dedicated support, the advisors at HAHN FINANCIAL SERVICES, LLC aim to empower clients to make informed decisions about their finances.
Facts and Insights
Here are some key facts and insights about HAHN FINANCIAL SERVICES, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
The advisors at HAHN FINANCIAL SERVICES, LLC are equipped to provide comprehensive financial planning and investment management services to help clients achieve their specific financial objectives. They offer:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education planning
- Insurance analysis
Client Types
HAHN FINANCIAL SERVICES, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Retirees
Fees & Compensation
The advisors at HAHN FINANCIAL SERVICES, LLC operate on a fee-only basis, meaning they do not receive any commissions or incentives for recommending certain financial products. This ensures that their recommendations are completely unbiased and in the best interest of their clients. Fees for their services may vary depending on the complexity of a client’s financial situation.
Background
HAHN FINANCIAL SERVICES, LLC was founded in 2006 by John Hahn, a highly experienced and qualified financial advisor. With over 25 years of experience in the industry, John has built a solid reputation for providing top-notch financial guidance and personalized strategies to his clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, HAHN FINANCIAL SERVICES, LLC is required to disclose any potential conflicts of interest or disciplinary actions. It’s important for clients to be aware of these disclosures, which can be found on the firm’s Form ADV. It’s also recommended that clients review and understand any disclosures provided on their investment advisor’s Form CRS.