Our Goal is to Help You
Reach Yours

Financial Planning • Retirement Planning • Investment Management

Hager Investment Management Services is dedicated to helping you manage your wealth in accordance with your life goals. We are 100% independent, fee-only​​, and take tremendous pride in our fiduciary responsibility — meaning your success is ours.

Build a Life and Legacy of Which to Be Proud

Are you close to retirement or in retirement? Have you experienced a significant life event such as a career change, marriage, or inheritance? Do you own a small business or foundation?

Whatever your unique circumstance, we believe planning for a brighter, more secure tomorrow starts today.

Integrated Services, Tailored to Get You Where You Want to Go.

Financial Planning

We take financial planning seriously. We have a full-time CFP® on staff to ensure you are given expert advice.

Goal Setting
Risk management
Investment management
Education planning
Income tax planning
Estate planning
And more

Retirement Planning

Don’t go it alone. We’re here to help you figure out and implement the strategies you need to make your retirement years worry-free.

Set goals
Determine costs
Identify sources of income
Social Security claiming
Income tax strategy
Withdrawal strategy
And more

Investment Management

A well-executed investment portfolio aligns with your values, goals, and maximizes rewards. We can customize yours today.

Customized portfolios
Tax-efficient management
401(k), 403(b), IRA rollovers
Transparent fees
Performance reporting
And more

Expert Guidance Since 1983

Choosing an advisory firm is one of the most important decisions you’ll ever make for yourself and your loved ones. Our team brings more than 45 years of independent financial experience to the table to provide you with a relationship that is responsive, attentive, and personal.

No Matter Where You Are, We’re There For You

Start Planning for your future, today!

Contact Us | Call 603.526.4099