The Hagen Wealth Management Planning System
At Hagen Wealth Management, our planning process is grounded in the belief that our advice and service should be as unique as the individual we’re working with. Each financial plan is tailored to our client’s specific circumstances considering their cash flow, investment objective, personal goals, and the need for portfolio growth and retirement income.
Our Four Phase Approach to Building Your Financial Roadmap
Develop Your Plan
Implementation Plan
Review and Monitor
Financial Plan Roadmap Considerations
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.
LPL Financial Form CRS | Independent Advisor Alliance's Form CRS