June 2, 2021
Please enjoy the following articles, commentary, and financial tid-bits. We look forward to aligning your personal values, vision, and wealth.
Hey, Business Owner. Why Don't You Have A Financial Planner Yet?
This podcast targets a specific audience, business owners, with a specific question - why don't you have a financial planner yet? Ben has a big place in his heart for running a business and understands the hurdles and difficulties that can come with that. This podcast is not to point the finger and say, if you don't have one, shame on you. But more importantly, let's talk about the reasons why you probably don't (and that's okay). We're here to be an ongoing resource. Let's talk about what that means and how we can help.

Holly's niece, Grace, playing in the pool!
Devon and her daughter hiking at Leaser Lake
Wealth Manager Assistant
Client Relations Associate
Holly Hinkle
Financial Planning Assistant

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

Call to Make an Appointment:
(484) 648-4040

Securities offered through LPL Financial, Member FINRA and SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Haas Financial Group are separate entities from LPL Financial.

The opinions expressed in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. No strategy assures success or protection against loss.

Newsletter Tracking # 1-05139078
Podcast Tracking # 1- 1-05147513

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