Our Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Investment Management Services
- For every client we have at Haddon Financial Group, Inc. we
- Conduct a complete analysis of their current financial status
- Work to determine goals and objectives
- Compare risk versus return of the current portfolio
- Research and recommend specific investments
- Develop and implement the investment portfolio
- Monitor the portfolio for ongoing return and compliance with their goals & objectives
- Financial and Estate Planning Services
- Charitable planning
- Corporate retirement and deferred compensation plans
- Estate planning
- Higher education consulting
- Personal Retirement plans
- Life, health and disability insurance (This is done by independent licensed agents)
- Educational Services
- One-on-one client counseling as part of the overall planning process
- Employee financial & estate planning workshops sponsored through corporations and foundations
- Adult school workshops sponsored through high schools and colleges
- Public seminars
- Continuing Professional Education courses for CPA`s and Attorneys
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