Our clients’ interestS come first
Acting in the best interest of our clients is our sole concern, without exception. We are committed to maintaining the highest ethical standards in everything we do.
We strive to help our clients pursue greater financial success and greater purpose. We work closely with our clients to help them develop plans that respond to their specific goals, objectives, and values. At every step of the process and throughout our relationship, clients can count on our personalized expertise and thorough dedication to their success.
Our Core Beliefs
Financially informed and educated clients are happy clients
Long term growth of assets is more important than a quick profit
A strong financial plan is a key to long-term financial success
At Hager Investments
Financial Planning Makes Your Life Better
Without a plan to reach your goals, you are unlikely to achieve them. With a solid financial plan in place, you will have the confidence and peace of mind that the actions you take are good not only for today but also for tomorrow. Financial planning may not change your lifestyle, but it will change your life.
Fees Matter and Should Be Transparent and Easily Understood
When hidden fees are chipping away at your future or their structure requires a translator, then it is clear that your financial advisor is not working for your best interests. We strive to make sure that our fee is clear and simple to interpret. View our Fee Structure.
Simplicity Is the Key to Successful Wealth Management
Investment management firms should not make investing look difficult when it really is not. We do not believe in pretending to add value. To paraphrase Albert Einstein: Make something as simple as possible, but no simpler.
Our value propositions to you
We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and the “micro” level of household cash flow).
We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
We bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.
We work with you to anticipate your life transitions and to be financially prepared for them by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs, and objectives, work collaboratively with you and on your behalf (with your permission) and offer transparency around our own costs and compensation.