Hassna Financial Team takes a holistic and conservative approach when serving our clients.  We believe it is more important to look at the entire picture to better understand your circumstances before we begin creating a plan.  We believe it is paramount to first listen to and understand your wants, needs, and long-term desires, then build out a wealth management plan that aligns these ideas with your phase in life. 

We will discuss topics that might not have crossed your mind as you continue managing the next phases of your life and wealth.  This may include establishing trusts, shifting tax laws that may impact your estate and legacy plans, savings in your youth, memorializing your family, and more.