About Von Haefen Financial Management…Taking the Worry Out of Your Financial Future Is Our Only Goal

Troy Von Haefen, CFP^®

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Troy Von Haefen, CFP^® has always had a love for helping people understand their finances. Prior to opening Von Haefen Financial Management and passing all the required CFP (Certified Financial Planner) courses and CFP Board Exam, Troy enjoyed a successful career in the music business. As a professional guitarist traveling with highly acclaimed artists, such as Lee Ann Womack, he often found himself discussing colleague's investment portfolios more so than normal musician banter. As these discussions grew more and more common, Troy realized that investments were only part of the financial picture, and he grew to love holistic (all encompassing) financial planning. After helping several colleagues attain financial stability, he decided it was time to change professions.

Today, Troy owns and operates Von Haefen Financial Management and continues to bring comprehensive, holistic financial planning (including tax preparation) to everyday folks in a concise and understandable manner. His thorough approach to financial planning and love for helping others is evident to all of his clients.

When you work with us, you can expect:

Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
The highest professional standards. We are committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.