Fee-Only, Tax-Focused Financial Planning

At Von Haefen Financial Management, we prioritize your goals. Experience personalized financial planning to secure your family’s financial health and build a prosperous future.

Our Philosophy

At Von Haefen Financial Management, we are dedicated to guiding individuals, families, and small business owners towards achieving their financial aspirations. We embrace a tax-centered planning approach to help clients realize the most efficient outcomes. Our holistic approach means we assess every facet of your financial landscape to craft personalized strategies. As a fee-only financial planning firm, we place your needs and goals at the forefront of our services. Our commitment is to empower you and effectively use your current resources while paving the way to a secure and fulfilling future.

Von Haefen Financial Management was founded with a mission to provide transparent and trustworthy financial advice. Our journey began with a vision to prioritize clients’ needs over sales, allowing us to cultivate lasting relationships based on mutual trust and respect. Over the years, we have expanded our expertise and services to meet the evolving tax and financial landscape and the diverse needs of our clientele.

Comprehensive Financial Planning

Financial planning isn’t just about investments – financial planning is coordinating your entire financial picture to make sure it’s working for you, not against you. Whether it’s tax, insurance, investment, estate, cash flow, education or business planning, we structure your financial plan based on what’s important to you.

Investment Management

We develop efficient investment strategies that reflect your risk tolerance and financial objectives. Let us guide you in crafting a portfolio designed for long-term success.

Retirement Planning

Our retirement planning services ensure you have a clearly defined strategy for your future. We analyze your current financial standing and project your needs to help you enjoy a stress-free retirement.

Tax Optimization

We take taxes seriously! Whether it’s tax preparation or tax planning, our team can deliver. Taxes are the single largest recurring expense you’ll have each year, so it’s important to have a firm that understands individual & small business owner taxation.

A fee-only fiduciary

our Investment Philosophy

Passive Investing

We take a disciplined, long-term, passive approach to efficiently capture the global market, all while staying true to your goals, objectives, and risk tolerance.

Efficient Investing

We utilize low-cost mutual funds and ETFs, and, by doing so, less money goes to fund managers and more money stays working for you in your portfolio.

Tax-Focused Investing

By focusing on asset location strategies, we work to reduce your overall tax burden while in both the accumulation and distribution phases of your financial life.

Fiduciary services

What is Fee-Only Comprehensive Financial Planning?

It’s very simple – as a fee-only financial planning firm, we put your needs first. We don’t sell any products. We don’t receive any commissions, referral fees or kick-backs. We only make recommendations that are in YOUR best interest. Because we charge a flat fee for our services, you can take comfort in knowing we have your best interest in mind.

Alliance of Comprehensive Planners Member