Why Mission Creek Associates?
We've been here for over twenty years providing financial guidance. You can count on us to be here when you need us.
Our focus is Retirement and Legacy Planning.
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. we are 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. We will be gathering information from you to help us with the next step.
Our Analysis
This is when we use our resources, and experience to build recommendations specifically designed for you.
Our Third Meeting
During this meeting, we 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.
Meet Our Team
Carlton Office
Jeffrey Hakala
FIC, RICP®, CLTC®, CKA®
- Title
Financial Advisor
- State(s) Licensed
- AZ , FL , IA , MN , NE , WI
- Location
2711 W Superior Street, Suite 212, Duluth, MN 55806
- Website
- https://connect.thrivent.com/jeff-hakala
- Phone
- 218-384-9772
Mitchell Haber
FIC, RICP®
Mitch has 30 years of industry experience. Having had a front row seat to the peaks and valleys of the financial markets the past three decades Mitch spends much of his time working with clients on retirement income strategies. He holds the Retirement Income Certified Professional, RICP designation, from the American College of Financial Services.
He's passionate about providing financial guidance no matter what stage of life you are in.
"I'll take a call, respond to an email, or sit for a conversation with those who want to improve their financial story"
- Title
Financial Advisor
- State(s) Licensed
- AZ , MI , MN , SD , WI
- Location
100 Chestnut Avenue, PO Box 565, Carlton MN 55718
- Website
- https://connect.thrivent.com/mitch-haber
- Phone
- 218-384-4400
Madi Haber
Madi brings 20 years of administrative experience to her role and oversees the day-to-day operations of the office
- Title
Office Manager
- Location
100 Chestnut Avenue, PO Box 565, Carlton MN 55718
- Phone
- 2183844400
Benjamin Weerts
FIC, RICP®, CLTC®
- Title
Financial Advisor
- State(s) Licensed
- AZ , FL , MN , ND , TX , WI
- Website
- https://connect.thrivent.com/benjamin-weerts
- Phone
- 218-999-4649