
Four Things Women Need to Know about Social Security
- Broadridge Content
Social Security benefits help women of all ages and their family members.
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We have a passion for helping people. Our purpose is to help turn your long-held dreams into realities. We strive to forge genuine relationships, gain a deep understanding of your long-term goals, then create a plan for achieving them!
This commitment ultimately stems from my Dad - a man whose passion not only ignited my own love for this industry but also laid the groundwork to impact hundreds of lives through his work that is continued today. It was his mission to relieve his clients from any financial fears so that they can focus on what is important to them. Today, I proudly carry his torch with my team.
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We specialize in private investment management, fee-based asset management, retirement income planning, generational planning, and other complicated life or financial situations.
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ENJOY SUBSCRIPTION CONTENT COURTESY OF HAEFFNER WEALTH ADVISORS

- Broadridge Content
Social Security benefits help women of all ages and their family members.

- Broadridge Content
Your savings are the cornerstone of any successful college funding plan.

- Broadridge Content
Here's a summary of the three major federal loan programs for college.

- Broadridge Content
If you own a family business, a family limited partnership can be a vital component of your estate plan.
- Forbes
This article discusses eight ways to protect yourself from common Black Friday scams, ensuring a safe shopping experience and maximized savings.
- Forbes
Balance doesn’t make you mediocre. It makes you whole. And wholeness, not wealth, is the foundation of genuine success.
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