Who Hagen Wealth Management Works With

INDIVIDUALS

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.

BUSINESSES

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.