John Smith, founder and principal advisor of HAWS Financial Planning LLC, offers personalized financial planning and investment management services to individuals and families. With over 20 years of experience, Smith takes a holistic approach to managing clients' finances, considering their investments, taxes, estate planning, and insurance needs. The firm manages over $100 million in assets and has a reputation for providing professional and reliable services.
The comprehensive services offered by HAWS Financial Planning LLC include retirement planning, investment management, tax planning, estate planning, and more. Smith works with a diverse group of clients, including individuals, families, and small business owners, building strong relationships and tailoring his services to meet their specific needs. Fees are charged based on a percentage of assets under management, ensuring transparency and aligning Smith's interests with those of his clients.
With a Bachelor's degree in Finance, a Master's degree in Financial Planning, and advanced certifications, including the CFP designation, Smith stays up to date with industry trends and strategies to provide his clients with the most effective financial solutions. As a registered investment advisor, HAWS Financial Planning LLC has a clean record and a fiduciary duty to always put the client's needs first. Overall, Smith is a trusted financial expert and advisor, dedicated to helping his clients achieve their financial goals.