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Our Values

As an independent financial planning firm, our values aren’t just important - they are essential. Our personal and professional values are the guiding force behind each plan we create, implement, and manage.

  • Integrity: Our clients trust me with the most important resource in their lives - their nest egg. This is not something we take lightly. In fact, we take it very seriously. When you make the decision to partner with our firm, you are placing your life savings, and financial future in our hands. As a company who values integrity, we promise to treat your assets and savings as if they were our own.
  • Longevity: Long-term goals require long-term plans. If you have worked with an advisor in the past, you likely understand why longevity is so important when it comes to financial planning. We want to build long-term relationships with each one of our clients and their families. We want to be the person they know they can turn to when life throws an unexpected curveball.
  • Collaboration: We may be the person orchestrating your plan, but you are the driving force behind its success. Rather than phone in advice from afar, we work with our clients in a collaborative environment that encourages active participation. By being a part of your strategy, you will gain insight into the process, and invaluable resources for a lifetime.
  • Transparency: At Hasson Financial, we believe in equipping our clients with knowledge throughout the planning process. By utilizing planning software and technology, our clients have complete access to their plan from anywhere in the world. As independent advisors, we have nothing to hide, and encourage our clients to keep track of how their investments are doing throughout the year.

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