A partner and guide in navigating your financial future

WELCOME

Meet our Founder and Principal, Jon L. Ten Haagen, CFP., and your Investment Portfolio Repairman. His services and specialties include Retirement Income Specialist, Wealth Management Specialist, Certified Financial Planner, Investment and Insurance Consultant.

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If you would like to be on Jon’s weekly comments please sign up here – we need your name and email address.

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Jon's book is now available!

 "Remember, the key to financial independence often is not how much you earn but how much you keep."


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We help make your retirement an adventure worth sharing.

Our Approach

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through life's transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Although the financial services industry is subject to constant change, the principles on which we were founded have remained steadfast.

Why the Owl??

Our logo design aligns with our values.

"I use the owls as part of my company, and it represents wisdom, safety and love of family to me."

- Jon L. Ten Haagen, CFP

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"People want to work with someone they like and trust. They want to work with someone with whom they are comfortable."
– Jon L. Ten Haagen, CFP 

As featured in the Long-Islander News.

Jon works to explore the choices you may have already heard about and determine which ones fit your individual strategy. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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