Jeffrey Hakala
FIC, RICP®, CLTC®, CKA®
State(s) Licensed: AZ, FL, IA, MN, NE, WI
100 Chestnut Avenue PO Box 565
Carlton, MN 55718
State(s) Licensed: AZ, FL, IA, MN, NE, WI
One of the greatest gifts one can give is the gift of our time.
I believe good financial planning is about caring for 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 is our time for 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
This is where we 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, you will have the opportunity to review my recommendations designed 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.
Select the "about" tab above to learn more.
The best life is a life lived in the service of others.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Carlton Office
- Phone:
- 218-384-9772
- Mobile:
- 218-360-1965
Aitkin Office
- Phone:
- 218-384-9772
Grand Rapids Office
- Phone:
- 218-384-9772