SERVICES

Our core group of clients are individuals that seek predictability of income and general financial security. Whereas many financial institutions and advisors focus on maximizing portfolio value, we maintain a heightened focus on minimizing loss. We recognize that many people nearing retirement typically value a conservative, predictable investment philosophy over a riskier, more aggressive and speculative approach.

Haft Financial offers a combination of securities and insurance products. The goal of our team is to unlock your portfolio’s underutilized assets and maximize them to their fullest extent possible while minimizing loss. As an independent team of advisors, we are not limited by the products we offer. As a result, we typically implement an innovative blend of various investment products in order to achieve maximum results.

To best meet our client’s needs and objectives, we offer a wide variety of investments, insurance and services including:

*Investment design and management using stocks, bonds, mutual funds, exchange-traded funds, real estate investment trusts, certificates of deposits and many other possible choices.

*Insurance planning using annuities, disability insurance, life insurance, long term care insurance and health insurance.

*Estate Planning

*Tax Strategies

*Business continuation and succession planning, risk management and asset protection

We pride ourselves on educating our clients and keeping them “in the know” about their investments. In addition, we proactively evaluate portfolios on a regular basis and re-balance them when necessary. Our focus is not on “get rich quick” shortcuts that rarely pan out; rather, we focus on simple, efficient and fundamental investment strategies that are designed to best meet a client’s goals.