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Retirement Planning Investment Strategies Debt Management Wealth Preservation Comprehensive Financial Planning Client Forward Thinking Haussmann Financial

Haussmann Financial is here to help you realize your life-long ambitions of financial freedom, peace of mind and a retirement lifestyle you deserve. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

In this rapid paced society, critical information can change quickly. There are changes in interest rates that affect pension values, changes in vesting requirements and changes in tax laws regarding retirement plans. There is so much information that is almost impossible for any individual to keep up. Our clients find freedom in consulting Haussmann Financial because they trust us to explain the many retirement options available while putting their best interest first.

Our team specializes in the retirement transition process to help our clients move from career to retirement as smoothly as possible. Let's create your retirement plan to compliment your personal aspirations. Call us today to discuss your unique situation and let us help you build a plan for success.

We are thrilled to announce that Haussmann Financial is launching a PODCAST!

 The Haussmann Financial Podcast was created because we realized many of our clients have asked similar questions over the last 30 years and we knew we could create a resource to answer them all in one space.

 This is the perfect podcast for answering life's financial questions, simply.

 This podcast we made JUST FOR YOU. It is for you to share with your kids, your friends, and anyone in your life who wants to get smarter with money and get to know our team.

 Ready to hear from Trudy, Pat, KiHo, Dominica, and John?

 Click HERE to download and be sure to hit “subscribe or follow” so you can get a weekly download of new money insight that can serve you for the long haul.

Client Centered

Some of our services include:

  • Retirement Income Calculations and Projections
  • IRA Rollover Accounts
  • 401(k) Analysis
  • Comprehensive Financial Plans
  • Analysis of Severance Options
  • Establishing Monthly Income from Investments
  • Monitoring Portfolios

If you are considering retiring in the near future we encourage you to contact us today. We have worked with thousands of other individuals in transitioning into retirement and we would appreciate the opportunity to work with you.

To learn more about how a relationship with Haussmann Financial can help you plan for your retirement, contact us at (800) 773-8700. 

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