Haake Executive Financial Services assists our business owner, executive, and professional clients to select an appropriate approach to plan for the future in our rapidly changing environment. We provide:

• Comprehensive estate planning,
• Plans for business succession that assure an orderly transition, and
• Financial planning services that focus on retirement and tax planning.

In fact, the Economic Growth and Tax Relief Reconciliation Act of 2001 created opportunities and pitfalls which make our services more important than ever. Our products include Life Insurance, Disability Insurance, and Long Term Care Insurance. Our clients appreciate our willingness to do independent research to provide choices for them. This is important as many want to discuss the need for Long Term Care Insurance and their continuing need for Life Insurance. Because each client has a unique situation, we help you focus on your key issues as we create and update your individual Master Financial Plan.

Our clients particularly like our strong client service focus exemplified by timely updates and regular annual reviews. Whether you are a business owner, executive, or professional, we'll make your financial planning our business so you can take care of your business.