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191 New York Avenue
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.
"Remember, the key to financial independence often is not how much you earn but how much you keep."
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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
Personalized Financial Services
Financial services, tailored to you.
"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
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.
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.