Why Hagen Wealth Management?

Hagen Wealth Management is a full-service wealth management firm offering our clients a full spectrum of financial services and solutions. We offer and recommend financial services and solutions that support who you are today and where you want to be tomorrow.

When you choose to work with us you can expect us to work in collaboration with you to formulate a tailored, comprehensive financial plan designed to incorporate your current situation, your goals, your dreams for you and your family, while considering current and, as best we can, the potential future economic landscape. With a financial plan in place, we work with you to keep you on track as we seek to transform your financial dreams into reality now and through retirement.

 

We practice a client-first philosophy. We believe it a privilege to work in the best interests of our clients. It doesn’t matter to us if we are working with a large business, small business owners, high net worth individuals, individuals or families, they all receive our independent, objective customized solutions. Our goal is simple, to build deep and long-lasting relationships with all of our clients. That goal can only be achieved through client trust and confidence in us and the services we provide.

Hagen Wealth Management Mission Statement

The mission of Hagen Wealth Management is to provide our clients the knowledge, guidance and financial plan that allows them to work toward financial independence. We are focused on building long-term relationship with each of our clients and becoming their trusted and knowledgeable advisor. We will accomplish our mission through education, training, integrity, and outstanding client service.

Our Values

ORGANIZATION

We will help bring order to your financial life.

ACCOUNTABILITY

We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

OBJECTIVITY

We bring insight from the outside to help you avoid emotionally driven decisions in important money matters.

PROACTIVITY

We work with you to anticipate your life transitions and to be financially prepared for them.

EDUCATION

We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions.

PARTNERSHIP

We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible.

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