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

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.

At Haussmann Financial, it is our great honor to have you as a client and we take your health and wellbeing very seriously.  We understand that many of our clientele may fall into some of the higher risk categories with regard to illness. While we are implementing comprehensive protocols in our offices, we cannot control all of our public areas so in addition to face to face meetings, we offer appointments over the phone and Zoom.    Additionally, we have postponed our group client events. We will update our website Events tab with new dates for our Client Dinners. Please don’t hesitate to contact our office or your advisor for any questions you have regarding your upcoming appointments or account.

Haussmann Financial, Inc. is here to help you realize your life-long ambitions of financial freedom, peace of mind and a retirement lifestyle you deserve.

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.

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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