Hagen Wealth Management

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    Where we provide the financial planning expertise  to help our clients bridge the gap between where they are now 

    and reaching their financial goals.

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  • Creating a Tailored Financial Plan

    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.

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  • Crossing the Bridge to Retirement

    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!

Our Focus, Your Options

We are dedicated to learning, addressing and providing you with options for your financial concerns. Our approach is to view those concerns from all possible angles, helping us to potentially provide you a fresh perspective and a clear path to pursuing your financial goals.

You've Adapted. We've Adapted.

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.

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