It's very simple - as a fee-only financial planning firm, we put your needs first. We don't sell any products. We don't receive any commissions, referral fees or kick-backs. We only make recommendations that are in YOUR best interest. Because we charge a flat fee for our services, you can take comfort in knowing we have your best interest in mind.
We take a comprehensive look at your financial picture and make recommendations to help you make the most of what you have now and help you build a secure, enjoyable future. This website is for informational purposes only and does not constitute a complete description of our investment services or performance.
We take a comprehensive look at your financial picture and make recommendations to help you make the most of what you have now and help you build a secure, enjoyable future. This website is for informational purposes only and does not constitute a complete description of our investment services or performance.
Services
Von Haefen Financial Management is a owned and operated by Troy Von Haefen, CFP. Since 2004, Troy has focused on helping individuals, families and small business owners reach their financial goals. Troy has always had a love for helping people understand their finances. Prior to becoming a CERTIFIED FINANCIAL PLANNER, Troy enjoyed a successful career as a professional guitarist traveling with highly acclaimed artists such as Lee Ann Womack.
Financial planning isn't just about investments - financial planning is coordinating your entire financial picture to make sure it's working for you, not against you. We structure your financial plan based on what's important to you. By understanding your goals, values and needs, we can better assist you on your financial journey.
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