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