Financial planning is a fluid notion – not a once-and-done proposition – and we are here through all the stages of your life to keep it up-to-date.
One of the things that many people do not think about when they start a business is developing an exit strategy. This might be because that is years in the future, but here at Rich Haag & Associates, we want you to know that it is never too early to begin planning for your future and future generations. Our financial planning services work hand-in-hand with insurance options that will secure your today and your tomorrow.
We have served the insurance and financial planning needs of our customers in the Clayton, North Carolina area since 1995 with a personal attention focus that gives you the results that best fit your needs. Whether you have no idea how to start with your estate plan or you have ideas in mind about the legacy you want to leave behind, we will take the time to learn about you and your goals, so we can put together a customized plan that suits your needs.
We also understand that every business and life is dynamic, so we continue to be here for you to deal with changing situations and needs. As your business or your family changes, your needs for financial planning and insurance change. We are happy to meet with you at any time to assess the financial planning strategy you have in place to see if there are any issues, shortages, or overages that need to be addressed. If you would like to get started on a financial plan that works for you, contact us to schedule a consultation.