How does the advisor help clients – Key Takeaways:
HESEN & HASLAM is a reputable financial advisory firm with a proven track record of providing comprehensive financial solutions to its clients. The firm’s team of experienced advisors are committed to helping clients achieve their financial goals through expert financial planning, investment management, and personalized advice. As a financial expert, HESEN & HASLAM offers valuable insights and assistance to clients in navigating through complex financial situations.
Facts and Insights
Here are some key facts and insights about HESEN & HASLAM:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 25+ years |
These numbers signify the firm’s strong presence in the financial market and the trust and confidence that clients have in their services. With over $500 million in assets under management and 10+ experienced advisors, HESEN & HASLAM has the resources and expertise to cater to a diverse range of clients’ needs.
Financial Services Offered
HESEN & HASLAM offers a wide range of financial services to its clients, including:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance and risk management
- Education planning
These services are tailored to meet each client’s specific financial goals and objectives. The firm’s team of advisors combines their knowledge and expertise to provide clients with comprehensive and strategic financial solutions.
Client Types
HESEN & HASLAM has a diverse client base, including high-net-worth individuals, families, small business owners, and institutions. The firm understands that each client is unique and has different financial needs, and therefore, they offer personalized services to cater to these needs.
Fees & Compensation
HESEN & HASLAM charges a fee-based structure for its financial services, meaning they are compensated based on a percentage of the client’s assets under management. This fee structure aligns the firm’s interests with its clients, ensuring they are always working towards achieving the client’s financial goals. The firm is committed to being transparent about its fees and strives to provide value for its clients through its services.
Background
HESEN & HASLAM was founded in 1995 by John Hesen and Karen Haslam, both certified financial planners (CFPs), with the goal of providing unbiased and independent financial advice to their clients. With over 25 years in the business, the firm has grown to become a trusted and respected name in the financial industry.
Financial Advisor Disclosures to Know
As a financial expert, it is crucial for HESEN & HASLAM to maintain a high level of integrity and transparency in their services. As such, the firm is committed to disclosing any potential conflicts of interest or disciplinary actions that may impact their clients’ financial decisions. Clients can access this information through the firm’s Form ADV, which is publicly available on the U.S. Securities and Exchange Commission’s website.