Financial Services

At Haus Financial we offer a wide-array of financial services for the business owner and the individual. No matter where you want your financial goals to take you, we can help you get there.

First and foremost, our firm answers to you. Whether it’s tax and accounting services or investment advice*, as a fee-based advisor we have a fiduciary duty to you that makes our financial recommendations unbiased. Our only compensation is the fees we receive from our clients, and our only allegiance is to their best interests. We have chosen to practice this way not only to avoid the conflict of interest inherent in a situation where an advisor gets paid based on sales production, but also because we know we can better enhance our client’s security – and do it more cost-effectively — working in a fiduciary capacity as a fee-only advisory firm*.

Rather than tailoring your needs to fit the agenda of a representative firm, we explore all opportunities to diversify, grow, and achieve tax efficiency with your financial portfolio. Our approach is paramount in providing unbiased advice and service. This holistic approach allows us to keep your best interests in mind.

There is no hidden agenda or potential conflicts of interest behind our services. Independence allows us to focus exclusively on your best interests!!

Services Include:

**This information is designed to provide a general overview to the subject matter covered and is not state or client specific. The authors, publisher and host are not providing legal, accounting or specific investment advice to your personal situation.