At HAS, our goal is to serve as a client centered financial coach. We coordinate many areas involved in our clients’ financial lives. We offer services that include financial risk management, estate planning, financial planning, retirement planning, tax issues, and investments. As necessary, we introduce other experts in these fields to ensure that our clients receive the best possible advice. Our mission is to work closely with our clients to grow and protect their assets so they can achieve financial freedom.    

We invite you to complete this Annual Update or otherwise let us know of any major changes in your personal or financial life.  This will help us serve you better.  For those wanting a more structured approach to goal setting, this document includes a detailed goal setting process.

Click here to download a Word document of the Annual Update.

Click here to download a PDF of the Annual Update.