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About Us

How Hard Can It Be? – by Adam Werner

At the Haas Financial Group, one of our 6 Core Values is Education. This includes both educating our clients on their potential options and strategies prior to making important decisions, and also educating ourselves to make sure we deliver on our promise of providing comprehensive planning. Now, Ben and I are required to complete continuing… Continue reading How Hard Can It Be? – by Adam Werner

ABCs, Uncategorized

It’s Time to Find Out If Your Advisor Is a Fiduciary

Adam and I have been fortunate to meet several new families over the course of the last couple weeks. They found us in many different ways. Two came to us based on a referral from someone working with us already. Another sold a business after 30 years, and now needs to consider what’s next in… Continue reading It’s Time to Find Out If Your Advisor Is a Fiduciary

Nearing Retirement, Retirement Planning

When I’m 64 – Is Age Driving Your Retirement Plan?

Age is relative. How we feel from year to year probably depends on a litany of things other than just age, which many would say, “is just a number.” I felt that way again this year as I recently celebrated my 35th birthday. 35 didn’t feel any different than 34, or 30 for that matter.… Continue reading When I’m 64 – Is Age Driving Your Retirement Plan?