Who We Work With
At The Financial Haus, we are passionate about providing tailored financial guidance to meet the unique goals and challenges of our clients. Whether you're starting your career, building your family, planning for retirement, or managing your business, we offer personalized strategies to help you achieve financial success.
How We Work Together
Active Duty & Veterans
We understand the distinct financial circumstances that come with military service—whether you're currently on active duty or transitioning to civilian life. Our team specializes in helping service members navigate military benefits, manage deployments, plan for retirement, and make the most of the financial opportunities available to them. From handling complex pensions to planning for post-service life, we’re here to help you build a secure financial future while you serve and after you retire.
Young Professionals
As a young professional, you’re setting the foundation for your future. It’s a time of new opportunities, but also a time when smart financial decisions can make a big impact down the road. Whether you're paying off student loans, starting a business, or building your investment portfolio, we’ll work with you to create a comprehensive financial plan that balances your short-term goals with long-term success. We help you understand the fundamentals of budgeting, saving, investing, and preparing for milestones like buying your first home.
Couples & Growing Families
As life changes, so do your financial needs. When you’re building a life together, it’s essential to have a solid plan in place to manage your finances as a couple and prepare for future growth. Whether you’re saving for a down payment on a home, planning for your children's education, or navigating the complexities of dual incomes and shared assets, we help couples, and growing families make strategic decisions that protect and grow their wealth. We’ll guide you through family-focused financial planning, including budgeting, insurance, tax strategies, and long-term wealth building.
Pre-Retirees & Retirees
Planning for retirement requires careful consideration of your goals, income sources, and how to ensure a secure financial future once you’re no longer working full-time. If you’re nearing retirement or already enjoying it, we specialize in helping you optimize your retirement savings, manage your investments, and navigate the complexities of Social Security, Medicare, and required minimum distributions (RMDs). Our team will help you manage income in retirement, while also minimizing taxes and protecting your wealth for future generations.
Business Owners
As a business owner, your personal and professional financial goals are often intertwined. At Financial Haus, we understand the unique financial challenges and opportunities that come with owning and operating a business. Whether you're just starting out or are already established, we provide customized financial strategies to help you manage your cash flow, grow your business, and plan for the future.
We assist business owners with tax-efficient strategies, retirement planning options like SEP IRAs or 401(k)s, succession planning, and maximizing profits while minimizing risks. Our goal is to help you streamline your finances, protect your assets, and ensure your business supports your personal financial well-being, both now and as you plan for the next phase of your life.
LGBTQ+ Community
At The Financial Haus, we offer inclusive financial planning tailored to the unique needs of the LGBTQ+ community. We specialize in addressing essential areas such as estate planning and wealth transfer, ensuring that your assets are protected and your wishes are honored. Our team provides guidance on navigating complex legal and tax considerations, helping you make informed decisions about your financial future. We also work with LGBTQ+ individuals and couples to create financial strategies that reflect their values, secure their futures, and support important milestones, such as family planning and generational wealth building.