Jeffrey Hakala

FIC, RICP®, CLTC®, CKA®

Financial Advisor

State(s) Licensed:   FL, IA, MN, NE, WI

Phone 218-384-9772
Address

100 Chestnut Avenue PO Box 565
Carlton, MN 55718

Jeffrey Hakala

State(s) Licensed:   FL, IA, MN, NE, WI

One of the greatest gifts one can give another is the gift of our time.



I believe good financial planning encompasses those we love. 

My approach is designed for those who are ready to implement that plan.


If you choose to meet with me - here's what to expect:


Our First Meeting

This meeting is for our introductions, and for you to share what's important to you. After our conversation, you can decide if we're a fit - or you can sleep on it. I am in no rush for you to make a decision.


Our Second Meeting

The goal of this meeting is to go deeper into your financial situation - where you are now and where you want to be. I will be gathering information from you to help me with the next step.


My Analysis

This is when I use my resources, and experience to build recommendations specifically designed for you.


Our Third Meeting

During this meeting, I will present recommendations to help you achieve your stated, financial goals. You can then decide how you want to move forward.


Ongoing Strategy Meetings

Our strategy meetings will help keep your plan flexible and effective as your circumstances and priorities change throughout the years.


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Carlton Office

Phone:
218-384-9772
Mobile:
218-360-1965

Hours

Monday – Thursday 9 a.m. – 5 p.m.
Friday 9 a.m. - noon.

Aitkin Office

Hours

M – F: 9 a.m. – 5 p.m.

Grand Rapids Office

Hours

M – F: 9 a.m. – 5 p.m.