Where we provide the financial planning expertise to help our clients bridge the gap between where they are now
and reaching their financial goals.
Having a financial plan is fundamental to achieving your financial and personal goals. The key is adjusting your plan accordingly to career and life events. That’s where we help – we do both.
Our goal is to deliver objective, goals based planning to alleviate any financial uncertainty you may be experiencing. Collaboratively we’ll manage your financial assets, while you manage all other aspects of your meaningful life.
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Bridging the Gap Between Your Wealth and Your Life
At Hagen Wealth Management we are a solutions-based, forward-thinking
financial planning firm dedicated to providing financial solutions
that compliment your unique life and circumstances.
Our priority is providing our clients with comprehensive financial guidance combined with a personalized experience designed to create better outcomes in their lives.
Our firm was founded to better your life through our tailored financial planning approach, knowledge and expertise, and our ability to leverage today’s top technology.
We invite you to experience the difference Hagen Wealth Management can make
for you and your family – NOW AND THROUGH RETIREMENT!
The professionals at Hagen Wealth Management are prepared to work with you however you are most comfortable. You are welcome to schedule an in-person meeting with us at our offices or your preferred location. We are accustomed to meeting with many of our clients via phone or Zoom. As you, we’ve adapted to the world of virtual meetings and we are pleased to accommodate you if you choose one of these meeting choices. Your safety and well-being is our primary concern. We’ve adapted to the new world of virtual meetings. However, our focus remains on providing our existing and new clients with the outstanding financial guidance, implementation and service they have come to expect from us since 2001.
8116 Old Federal Road, Suite C
Montgomery, AL 36117
Office: (334)659-1436
Cell/Text Phone: (334)398-6904
Toll Free: (800)376-2012
Fax: (334)659-1436
Securities offered through LPL Financial, Member FINRA/SIPC. Hagen Wealth Management is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
The LPL Financial registered representative associated with this website may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.