Services

How We Work

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

The financial services process at Ten Haagen Financial Group (THFG) begins with an in-depth complimentary confidential face to face consultation to make sure we have a comfortable fit. We will discuss and evaluate your current financial situation and your personal needs, goals and objectives.

With the ever changing economic, geopolitical and market conditions, we strongly advocate investing over the long-term with proper diversification. We help ensure you have a proper emergency fund, a will and insurance to cover your families needs. We want to work with you, so that you are comfortable with your investment decisions.

Some of the services we offer:

  • Financial Planning
  • Investment Advice
  • Tax Avoidance
  • Education Funding
  • Budget & Balance Sheet
  • Insurance Review/Needs
  • Pre & Retirement Planning & Funding
  • Workshops for Corporations & Community Groups
  • Emergency Funds
  • Estate Planning
  • Charitable Gifting and Giving
  • Business Succession
  • Qualified Plan Design & Implementation
  • Lump Sum Distribution & Investment

Investing involves risk including the potential loss of principal. No investment strategy, including diversification, can guarantee a profit or protect against loss in periods of declining values.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jonlth@tenhaagen.com | 631-425-1966