At Hagen Wealth Management we deliver a full-range of wealth management services, solutions and strategic wealth planning guidance to individuals, families, and businesses. Our intention is to help them optimize their financial life while meeting their short-term and long-term financial goals.
When you work with Hagen Wealth Management you can expect that we will be fully devoted to doing what is best for you, not what is best for us. We make all of our recommendations based solely on how it best serves your near and long-term financial goals.
Our belief is that successful people and their families deserve customized financial advisory services. We seek top help individuals and families provide for their future financial independence. College funding, starting or investing in a business, purchasing a home or second home, leaving a family legacy for children and grandchildren, or even taking care of an elderly parents financial needs, to name a few.
Regardless your reason, it all begins with a deep dive into your finances to identify areas that may have been overlooked or can be leveraged to enhance the likelihood of you achieving your personal and long-term financial goals. Once in place we monitor your progress and address and deviance from plan on a regular basis.
Our approach to working with businesses and business owners is to start by identifying your most pressing financial issues and business concerns. Our goal is to provide you with financial confidence to keep more of what you’ve earned and enjoy the financial confidence that comes with it.
To do so we make sure you are taking the appropriate investment risk for your desired outcomes and risk willingness; manage the potential and set your expectations for future unpredictable negative events; utilize tax strategies to maximize opportunities and reduce taxation; and, establish a plan to transfer property to those you care the most about in your lifetime and reduce the costs associated with the overall settlement process.
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