Please enjoy the following articles, commentary, and financial tid-bits. We look forward to aligning your personal values, vision, and wealth.
Ben was published in Advisor Perspectives!
Ben was published in Advisor Perspectives on 2/15. "Seeing Money Behaviors Through My Clients' Eyes"discusses the psychology of financial planning.
Ep # 67: What Should I Do With My Old Products?
In our financial planning process, we assess any products you may own, such as life insurance or annuities. Next, we provide education on the implications of being contracted to that product. Our goal is to review if there are better options available to you, ultimately to decide if you should be doing something different. If you are unable to move away from the product, we discuss ways in which it may fit into your financial plan to help align your financial life in a way that helps you reach your broader financial goals.

Listen to Ben and Adam go through all the details of what to do with your old products! 
Wealth Manager
Business Development & Operations Manager
Holly Hinkle
Financial Planning Associate

Haas Financial Group
172 West Main Street
Kutztown, PA 19530
Hours:
Monday - Friday
8am - 5pm

Call to Make an Appointment:
(484) 648-4040
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor.

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